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madsinger monthly report
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%


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