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madsinger monthly report
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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