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madsinger
06-03-2007, 7:16 PM | Post #201282 |
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Here is a big fat collection of portfolios, with their May 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 5 months, 6 years 5 months, 4 years 5 months, 2 years 5 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 #58828
-Brad. CAGR CAGR CAGR CAGR May YTD since since since since 2007 2007 1999 2001 2003 2005
Sheltered Sam 3.41% 9.06% 10.69% 11.08% 21.93% 17.70% VFINX 3.47% 8.70% 4.20% 3.97% 15.28% 12.07%
s&d 2.28% 7.67% 10.20% 10.35% 19.31% 15.20% Newsletter G 3.77% 10.10% 13.01% 8.68% 19.76% 16.69% 3 fund 2.64% 8.26% 6.74% 7.11% 16.85% 13.74% LS G 2.98% 8.42% 6.18% 6.45% 16.28% 13.07% coffeehouse 1.40% 5.47% 8.76% 9.06% 14.43% 10.95% Wellington 2.28% 7.00% 8.40% 8.73% 13.70% 11.95% newsletter CG 3.23% 8.70% 9.80% 7.70% 16.92% 13.90% STAR 2.19% 6.63% 7.82% 7.45% 13.51% 10.69% LS MG 2.11% 6.73% 6.09% 6.32% 13.21% 10.69% Wellesley 0.44% 4.10% 7.01% 7.48% 8.15% 7.77% newsletter Inc 2.28% 7.20% 5.96% 6.91% 11.63% 10.00% LS CG 1.40% 5.14% 5.81% 5.92% 10.10% 8.39% madsinger 2.65% 7.87% 14.01%
Originally posted in thread: 59199
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