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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%
Originally posted in thread: 52967
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