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madsinger
04-01-2007, 4:28 PM | Post #197937 |
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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
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