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madsinger monthly report
madsinger 10-01-2006, 11:43 PM | Post #184226 | 
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Here is a big fat collection of portfolios, with their September 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 9 months, 5 years and 9 months, 3 years and 9 months, 1 year and 9 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 www.coffeehouseinvestor.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 #52967

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

VFINX           2.56%   8.42%   2.59%   1.79%  13.66%   7.55%

s&d             1.15%  11.04%   9.00%   8.75%  18.29%  11.59%
newsletter G    2.24%   8.70%  11.70%   6.50%  18.10%  12.14%
3 fund          1.35%   8.70%   5.29%   5.20%  15.44%   9.67%
LS G            1.85%   8.54%   4.71%   4.49%  14.81%   8.86%

coffeehouse     1.30%   8.64%   8.00%   8.08%  13.81%   8.39%
Wellington      1.41%   8.96%   7.46%   7.50%  12.64%   9.06%
STAR            1.63%   6.14%   6.93%   6.22%  12.62%   7.79%
newsletter CG   1.97%   8.70%   8.61%   5.89%  15.61%  10.06%
LS MG           1.66%   7.28%   5.00%   4.87%  12.10%   7.44%

Wellesley       1.19%   7.38%   6.59%   6.97%   7.48%   6.21%
newsletter Inc  1.24%   6.00%   4.97%   5.66%  10.48%   7.00%
LS CG           1.50%   6.14%   5.08%   4.95%   9.30%   6.07%

madsinger       0.94%   9.01%                          10.41%


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