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madsinger monthly report
madsinger 03-01-2007, 10:31 PM | Post #196040 | 
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Here is a big fat collection of portfolios, with their February 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 2 months, 6 years 2 months, 4 years 2 months, 2 years 2 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. 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 67/5/3/25 stock/REIT/PM/bond) is included at the end.

Previous data in Conversation #57032

-Brad.
                                 CAGR    CAGR    CAGR    CAGR
                 Feb     YTD     since   since   since   since
                 2007    2007    1999    2001    2003    2005

Sheltered Sam  ‑1.06%   0.95%    9.98%  10.31%  21.12%  15.73%
VFINX          ‑1.97%  ‑0.51%    3.20%   2.68%  13.83%   9.00%

s&d            ‑0.36%   1.54%    9.74%   9.89%  18.89%  13.96%
Newsletter G   ‑0.79%   0.90%   12.23%   7.63%  18.56%  14.10%
3 fund         ‑0.50%   0.71%    6.01%   6.25%  15.92%  11.65%
LS G           ‑1.06%   0.34%    5.37%   5.46%  15.18%  10.66%
      
coffeehouse     0.12%   1.65%    8.54%   8.92%  14.34%  10.39%
Wellington     ‑0.50%   0.18%    7.80%   8.05%  12.79%  10.02%
STAR           ‑0.09%   0.91%    7.34%  

Originally posted in thread: 57874
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