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madsinger monthly report
madsinger 01-02-2007, 8:01 PM | Post #191052 | 
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Here is a big fat collection of portfolios, with their December 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years, 6 years, 4 years, 2 years). 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 #54980

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

VFINX           1.39%  15.64%   3.34%   2.81%  14.59%  10.07%

s&d             1.14%  19.81%   9.74%   9.75%  19.30%  14.34%
newsletter G    1.02%  18.40%  12.38%   7.58%  19.13%  14.85%
3 fund          1.46%  16.60%   6.05%   6.21%  16.43%  12.29%
LS G            1.34%  16.13%   5.44%   5.48%  15.76%  11.41%

coffeehouse     0.29%  15.00%   8.51%   8.75%  14.51%  10.40%
Wellington      1.04%  14.93%   7.94%   8.13%  13.30%  10.80%
STAR            0.72%  11.58%   7.38%   6.84%  13.19%   9.49%
newsletter CG   0.78%  15.80%   9.19%   6.76%  16.39%

Originally posted in thread: 55949
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