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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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