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madsinger monthly report
madsinger 07-02-2007, 10:56 PM | Post #202679 | 
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Here is a big fat collection of portfolios, with their June 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 6 months, 6 years 6 months, 4 years 6 months, 2 years 6 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 #59199

-Brad.
                                 CAGR    CAGR    CAGR    CAGR
                 June    YTD     since   since   since   since
                 2007    2007    1999    2001    2003    2005

Sheltered Sam  ‑1.87%   7.02%   10.33%  10.61%  20.97%  16.18%
VFINX          ‑1.67%   6.88%    3.95%   3.65%  14.55%  10.89%

s&d            ‑1.66%   5.89%    9.88%   9.93%  18.48%  13.89%
Newsletter G   ‑0.18%   9.90%   12.85%   8.54%  19.32%  16.01%
3 fund         ‑0.73%   7.47%    6.58%   6.90%  16.33%  12.93%
LS G           ‑1.08%   7.25%    5.98%   6.19%  15.68%  12.12%
      
coffeehouse    ‑1.84%   3.53%    8.43%   8.63%  13.67%   9.75%
Wellington     ‑0.83%   6.11%    8.21%   8.47%  13.22%  11.16%
newsletter CG  ‑0.37%   8.30%    9.65%   7.53%  16.49%  13.24%
STAR           ‑0.70%   5.88%    7.65%   7.23%  13.07%  10.01%
LS MG          ‑0.97%   5.70%    5.91%   6.08%  12.71%   9.89%
      
Wellesley      ‑1.19%   2.86%    6.79%   7.18%   7.71%   6.99%
newsletter Inc ‑1.21%   5.90%    5.75%   6.62%  11.10%   9.12%
LS CG          ‑0.68%   4.42%    5.67%   5.73%   9.74%   7.80%
      
madsinger      ‑1.09%   6.69%                           13.01%


Originally posted in thread: 59529
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