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 04-01-2007, 4:28 PM | Post #197937 | 
0  
Here is a big fat collection of portfolios, with their March 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 3 months, 6 years 3 months, 4 years 3 months, 2 years 3 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 #57874

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

Sheltered Sam   1.23%   2.19%   10.04%  10.39%  21.02%  15.74%
VFINX           1.12%   0.60%    3.31%   2.83%  13.83%   9.19%

s&d             1.07%   2.62%    9.78%   9.94%  18.79%  13.95%
Newsletter G    1.49%   2.40%   12.30%   7.78%  18.57%  14.29%
3 fund          1.40%   2.12%    6.13%   6.40%  15.96%  11.89%
LS G            1.21%   1.55%    5.47%   5.59%  15.19%  10.83%
      
coffeehouse     0.38%   2.03%    8.50%   8.86%  14.14%  10.17%
Wellington      0.96%   1.14%    7.84%   8.10%  12.77%  10.10%
STAR            0.61%   1.53%    7.35%   6.91%  12.77%   9.13%
newsletter CG   1.19%   1.90%    9.15%   6.90%  15.87%  11.74%
LS MG           0.93%   1.47%    5.57%   5.72%  12.42%   9.05%
      
Wellesley       0.63%   1.88%    6.88%   7.42%   7.93%   7.33%
newsletter Inc  0.79%   2.30%    5.49%   6.39%  10.88%   8.50%
LS CG           0.71%   1.44%    5.47%   5.55%   9.59%   7.31%
      
madsinger       1.28%   2.25%                           12.56%


Originally posted in thread: 58402
View Complete Thread
Reply Quote
  • Favorites
  • Flag
  • Contact
  •  
    © Copyright 2017 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.