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madsinger
02-03-2007, 12:38 AM | Post #193879 |
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Here is a big fat collection of portfolios, with their January 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 1 month, 6 years 1 month, 4 years 1 month, 2 years 1 month). 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. This year I'm also adding William Bernstein's "Sheltered Sam" all stock portfolio which is 20% VFINX, 25% VIVAX, 5% NAESX, 15% VISVX, 10% VGSIX, 3% VGPMX, 5% each VEURX, VPACX, VEIEX, and 7% VTRIX.
The madsinger portfolio (slice-n-dice, approximately 68/5/3/24 stock/REIT/PM/bond) is included at the end.
Previous data in Conversation #55949
-Brad.
CAGR CAGR CAGR CAGR
Jan YTD since since since since
2007 2007 1999 2001 2003 2005
Sheltered Sam 2.02% 2.02% 10.24% 10.51% 21.91% 17.01%
VFINX 1.49% 1.49% 3.49% 3.02% 14.68% 10.43%
s&d 1.90% 1.90% 9.89% 9.95% 19.42% 14.76%
Newsletter G 1.70% 1.70% 12.48% 7.77% 19.20% 15.14%
3 fund 1.21% 1.21% 6.14% 6.33% 16.41% 12.42%
LS G 1.42% 1.42% 5.57% 5.65% 15.82% 11.68%
coffeehouse 1.53% 1.53% 8.62% 8.90% 14.62% 10.76%
Wellington 0.68% 0.68% 7.95% 8.14% 13.20% 10.71%
STAR 1.00% 1.00% 7.43% 6.91% 13.18% 9.62%
newsletter CG 1.30% 1.30% 9.26% 6.89% 16.40% 12.42%
LS MG 1.13% 1.13% 5.65% 5.74% 12.86% 9.63%
Wellesley 0.32% 0.32% 6.82% 7.25% 7.86% 7.15%
newsletter Inc 1.50% 1.50% 5.50% 6.34% 11.14% 8.80%
LS CG 0.84% 0.84% 5.51% 5.53% 9.84% 7.61%
madsinger 1.65% 1.65% 13.15%
Originally posted in thread: 57032
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