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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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