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madsinger
05-03-2007, 12:39 AM | Post #199778 |
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Here is a big fat collection of portfolios, with their April 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 4 months, 6 years 4 months, 4 years 4 months, 2 years 4 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 #58402
-Brad.
CAGR CAGR CAGR CAGR
Apr YTD since since since since
2007 2007 1999 2001 2003 2005
Sheltered Sam 3.20% 5.46% 10.35% 10.65% 21.45% 16.70%
VFINX 4.42% 5.05% 3.81% 3.46% 14.69% 10.89%
s&d 2.58% 5.27% 10.01% 10.10% 19.09% 14.67%
Newsletter G 3.61% 6.10% 12.65% 8.17% 19.16% 15.49%
3 fund 3.29% 5.47% 6.48% 6.77% 16.50% 13.00%
LS G 3.67% 5.28% 5.87% 6.04% 15.83% 12.15%
coffeehouse 1.94% 4.01% 8.66% 8.95% 14.36% 10.70%
Wellington 3.43% 4.61% 8.19% 8.46% 13.39% 11.32%
newsletter CG 3.34% 5.30% 9.48% 7.26% 16.42% 12.88%
STAR 2.77% 4.34% 7.62% 7.18% 13.22% 10.07%
LS MG 3.01% 4.52% 5.89% 6.06% 12.93% 10.10%
Wellesley 1.73% 3.64% 7.03% 7.50% 8.20% 7.85%
newsletter Inc 2.83% 5.20% 5.79% 6.69% 11.38% 9.49%
LS CG 2.22% 3.69% 5.70% 5.77% 9.95% 8.05%
madsinger 2.48% 5.09% 13.27%
Originally posted in thread: 58828
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