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madsinger monthly report
madsinger 08-01-2007, 11:35 PM | Post #204187 | 
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Here is a big fat collection of portfolios, with their July 2007 returns, 2007 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (8 years 7 months, 6 years 7 months, 4 years 7 months, 2 years 7 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 #59529

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

Sheltered Sam  ‑3.94%   2.80%    9.71%   9.80%  19.50%  13.83%
VFINX          ‑3.09%   3.58%    3.53%   3.11%  13.49%   9.19%

s&d            ‑2.91%   2.81%    9.40%   9.31%  17.35%  12.12%
Newsletter G   ‑1.55%   8.20%   12.52%   8.17%  18.53%  14.76%
3 fund         ‑1.88%   5.45%    6.28%   6.50%  15.53%  11.66%
LS G           ‑2.37%   4.71%    5.63%   5.72%  14.77%  10.68%
      
Wellington     ‑1.48%   4.54%    7.94%   8.11%  12.60%  10.14%
coffeehouse    ‑2.54%   0.90%    8.02%   8.09%  12.77%   8.33%
newsletter CG  ‑1.75%   6.40%    9.33%   7.15%  15.72%  12.01%
STAR           ‑1.46%   4.33%    7.39%   6.90%  12.46%   9.05%
LS MG          ‑1.65%   3.96%    5.65%   5.73%  12.06%   8.85%
      
Wellesley      ‑0.73%   2.11%    6.63%   6.97%   7.39%   6.45%
newsletter Inc ‑2.27%   3.50%    5.41%   6.16%  10.33%   7.85%
LS CG          ‑0.94%   3.44%    5.49%   5.50%   9.33%   7.15%
      
madsinger      ‑2.56%   3.96%                           11.44%


Originally posted in thread: 59864
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