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madsinger monthly report
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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