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madsinger
11-01-2006, 11:00 PM | Post #186434 |
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Here is a big fat collection of portfolios, with their October 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 10 months, 5 years and 10 months, 3 years and 10 months, 1 year and 10 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 #53566
-Brad.
CAGR CAGR CAGR CAGR
Oct YTD since since since since
2006 2006 1999 2001 2003 2005
VFINX 3.25% 11.94% 2.98% 2.32% 14.29% 9.08%
s&d 3.65% 15.09% 9.40% 9.29% 18.96% 13.23%
newsletter G 3.10% 13.10% 12.00% 6.96% 18.62% 13.43%
3 fund 3.14% 12.11% 5.65% 5.68% 16.01% 11.08%
LS G 3.23% 12.05% 5.08% 5.00% 15.42% 10.34%
coffeehouse 3.04% 11.94% 8.32% 8.51% 14.38% 9.77%
Wellington 2.60% 11.79% 7.73% 7.86% 13.10% 10.16%
STAR 2.29% 8.57% 7.17% 6.54% 12.99% 8.76%
newsletter CG 2.85% 11.80% 8.90% 6.32% 16.09% 11.28%
LS MG 2.66% 10.13% 5.30% 5.27% 12.59% 8.63%
Wellesley 1.64% 9.14% 6.74% 7.16% 7.77% 6.86%
newsletter Inc 2.26% 8.40% 5.21% 5.99% 10.89% 7.98%
LS CG 1.99% 8.25% 5.29% 5.23% 9.65% 6.93%
madsinger 3.45% 12.77% 11.96%
Originally posted in thread: 54302
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