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madsinger monthly report
madsinger 09-04-2007, 8:15 AM | Post #205787 | 
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Here is a big fat collection of portfolios, with their August 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 8 months, 6 years 8 months, 4 years 8 months, 2 years 8 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 #59864

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

Sheltered Sam   1.09%   3.92%    9.75%   9.85%  19.40%  13.84%
VFINX           1.50%   5.13%    3.67%   3.30%  13.59%   9.50%

s&d             1.01%   3.85%    9.44%   9.35%  17.27%  12.15%
Newsletter G    0.18%   8.40%   12.41%   8.09%  18.22%  14.35%
3 fund          0.75%   6.24%    6.31%   6.54%  15.42%  11.59%
LS G            1.05%   5.81%    5.70%   5.81%  14.75%  10.76%
      
coffeehouse     1.73%   2.64%    8.15%   8.27%  12.94%   8.76%
Wellington      1.38%   5.98%    8.03%   8.23%  12.69%  10.37%
newsletter CG   0.75%   7.20%    9.33%   7.17%  15.60%  11.93%
STAR            0.74%   5.10%    7.41%   6.93%  12.40%   9.05%
LS MG           1.19%   5.20%    5.74%   5.85%  12.11%   9.05%
      
Wellesley       1.42%   3.56%    6.74%   7.10%   7.58%   6.81%
newsletter Inc  0.48%   4.00%    5.42%   6.16%  10.25%   7.79%
LS CG           1.06%   4.54%    5.57%   5.60%   9.40%   7.34%
      
madsinger       0.75%   4.74%                           11.38%


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