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%
