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madsinger monthly report
madsinger 12-02-2006, 12:09 AM | Post #188581 | 
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Here is a big fat collection of portfolios, with their November 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 11 months, 5 years and 11 months, 3 years and 11 months, 1 year and 11 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 #54302

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

VFINX           1.88%  14.05%   3.19%   2.61%  14.51%   9.74%

s&d             2.93%  18.45%   9.69%   9.68%  19.40%  14.32%
newsletter G    3.63%  17.20%  12.37%   7.50%  19.27%  14.93%
3 fund          2.50%  14.92%   5.92%   6.04%  16.38%  12.00%
LS G            2.28%  14.60%   5.33%   5.33%  15.73%  11.16%

coffeehouse     2.44%  14.68%   8.56%   8.83%  14.76%  10.71%
Wellington      1.75%  13.75%   7.89%   8.06%  13.31%  10.70%
STAR            2.04%  10.78%   7.36%   6.81%  13.28%   9.51%
newsletter CG   2.77%  14.90%   9.18%   6.72%  16.53%  12.35%
LS MG           1.94%  12.27%   5.50%   5.54%  12.86%   9.34%

Wellesley       1.30%  10.56%   6.84%   7.29%   7.95%   7.27%
newsletter Inc  1.48%  10.00%   5.35%   6.16%  11.06%   8.45%
LS CG           1.58%   9.96%   5.44%   5.43%   9.88%   7.49%

madsinger       2.55%  15.64%                          12.89%
 


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