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madsinger monthly report
madsinger 09-29-2007, 3:19 PM | Post #2443131 | 
13  

Here is a big fat collection of portfolios, with their September 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 9 months, 6 years 9 months, 4 years 9 months, 2 years 9 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 post 205787

 

-Brad.

                                 CAGR    CAGR    CAGR    CAGR
                 Sep     YTD     since   since   since   since
                 2007    2007    1999    2001    2003    2005

Sheltered Sam   4.27%   8.35%   10.18%  10.40%  20.08%  15.13%
VFINX           3.73%   9.05%    4.07%   3.82%  14.21%  10.66%

s&d             3.32%   7.30%    9.75%   9.76%  17.75%  13.09%
Newsletter G    4.15%  12.90%   12.81%   8.64%  18.88%  15.58%
3 fund          3.91%  10.39%    6.72%   7.06%  16.06%  12.78%
LS G            3.60%   9.62%    6.07%   6.30%  15.33%  11.85%

Wellington      3.10%   9.27%    8.33%   8.61%  13.18%  11.27%
coffeehouse     2.33%   5.03%    8.36%   8.53%  13.25%   9.39%
newsletter CG   3.92%  11.40%    9.71%   7.69%  16.25%  13.12%
STAR            2.71%   7.95%    7.66%   7.26%  12.80%   9.83%
LS MG           2.88%   8.23%    6.02%   6.22%  12.56%   9.89%
    
Wellesley       1.67%   5.29%    6.87%   7.28%   7.81%   7.24%
newsletter Inc  2.40%   6.50%    5.65%   6.45%  10.62%   8.48%
LS CG           2.16%   6.80%    5.77%   5.87%   9.72%   7.95%

madsinger       3.27%   8.17%                           12.33%

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