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madsinger
08-01-2006, 9:59 AM | Post #180533 |
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Here is a big fat collection of portfolios, with their July 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 7 months, 5 years and 7 months, 3 years and 7 months, 1 year and 7 months). I broke them into four categories, roughly corresponding to 100/0, 80/20, 60/40, 40/60 stock/bond portfolios, sorted by Total Return since 2001.
The 3 fund is 50/30/20 Total Stock/Total Int'l/Total Bond. The s&d is 10 each of VFINX, VIVAX, NAESX, VISVX, VGSIX, 25 VGTSX, 5 VINEX, 20 VBMFX. The coffeehouse is a 60/40 described at coffeehouse.com. The Newsletter portfolios are from a newsletter following Vanguard funds. The madsinger portfolio (slice-n-dice, approximately 68/5/3/24 stock/REIT/PM/bond) is included at the end.
Previous data in Conversation #51672
-Brad.
CAGR CAGR CAGR CAGR
July YTD since since since since
2006 2006 1999 2001 2003 2005
VFINX 0.61% 3.27% 1.99% 0.96% 12.80% 5.10%
s&d 0.74% 7.27% 8.71% 8.35% 18.07% 10.45%
newsletter G 0.10% 4.20% 11.21% 5.72% 17.33% 9.87%
3 fund 0.55% 4.89% 4.92% 4.69% 15.06% 8.28%
LS G 0.38% 4.17% 4.25% 3.86% 14.23% 7.02%
coffeehouse 0.92% 4.86% 7.68% 7.64% 13.37% 6.89%
Wellington 1.64% 5.41% 7.16% 7.09% 12.22% 7.78%
STAR 0.30% 2.22% 6.56% 5.69% 12.06% 6.10%
newsletter CG 0.29% 3.80% 8.15% 5.20% 14.90% 7.99%
LS MG 0.58% 3.28% 4.59% 4.31% 11.50% 5.69%
Wellesley 2.14% 4.19% 6.32% 6.60% 6.94% 4.87%
newsletter Inc 0.39% 3.00% 4.68% 5.29% 10.11% 5.83%
LS CG 0.71% 2.67% 4.73% 4.47% 8.74% 4.51%
madsinger ‑0.02% 6.05% 9.64%
Originally posted in thread: 52276
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