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madsinger monthly report
madsinger 09-01-2006, 11:24 PM | Post #182487 | 
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Here is a big fat collection of portfolios, with their August 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 8 months, 5 years and 8 months, 3 years and 8 months, 1 year and 8 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 #52276

-Brad.
                                CAGR    CAGR    CAGR    CAGR
                Aug     YTD     since   since   since   since
                2006    2006    1999    2001    2003    2005

VFINX           2.36%   5.71%   2.28%   1.36%  13.21%   6.32%

s&d             2.34%   9.77%   8.94%   8.66%  18.37%  11.44%
newsletter G    2.98%   7.30%  11.51%   6.18%  17.84%  11.30%
3 fund          2.25%   7.25%   5.17%   5.03%  15.39%   9.30%
LS G            2.30%   6.57%   4.51%   4.22%  14.60%   8.12%

coffeehouse     2.28%   7.25%   7.91%   7.95%  13.74%   7.98%
Wellington      1.94%   7.45%   7.35%   7.35%  12.51%   8.62%
STAR            2.17%   4.44%   6.79%   6.01%  12.43%   7.16%
newsletter CG   2.70%   6.60%   8.43%   5.62%  15.37%   9.30%
LS MG           2.18%   5.53%   4.83%   4.64%  11.88%   6.77%

Wellesley       1.85%   6.12%   6.50%   6.85%   7.31%   5.78%
newsletter Inc  1.65%   4.70%   4.85%   5.52%  10.36%   6.57%
LS CG           1.85%   4.57%   4.93%   4.74%   9.08%   5.44%

madsinger       1.83%   7.99%                          10.32%


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