Welcome! Please Log In
Go
Essentials Popular Topics Favorite Forums & Blogs Join Discuss to setup a list of your favorite forums/blogs.
Discuss > Single Post
madsinger monthly report
madsinger 02-03-2007, 12:38 AM | Post #193879 | 
0  
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
View Complete Thread
Reply Quote
  • Favorites
  • Flag
  • Contact
  •  
    © Copyright 2017 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.