madsinger monthly report (July 2013)

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madsinger
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madsinger monthly report (July 2013)

Post by madsinger » Mon Aug 05, 2013 6:19 pm

Here is a big fat collection of portfolios, with their July 2013 returns, 2013 YTD return, and annualized returns since 1999, 2003, 2008 and 2010 (14 years 7 months, 10 years 7 months, 5 years 7 months, 3 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 10 year Total Return. 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 The Coffeehouse Investor. The Newsletter portfolios are from a newsletter following Vanguard funds. William Bernstein's "Sheltered Sam" is an 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 is my real-world portfolio, roughly 60/5/3/32 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                   CAGR     CAGR    CAGR    CAGR
                  July     YTD     since    since   since   since
                  2013     2013    2010     2008    2003    1999
Hot Hands         6.15%   29.31%   16.64%   1.75%  12.46%  12.26%
Sheltered Sam     4.80%   14.80%   12.49%   3.87%  10.26%   7.19%
VFINX             5.07%   19.51%   14.45%   4.70%   8.40%   3.99%
                  
Newsletter G      5.67%   21.10%   13.21%   4.69%  10.45%   9.21%
Newsletter G-IND  5.60%   18.70%   14.29%   4.57%  10.03%   5.83%
s&d               4.02%   10.81%   10.67%   4.44%   9.76%   7.27%
3 fund            4.26%   10.89%    9.87%   3.75%   8.86%   5.35%
LS G              4.21%   11.59%   10.61%   2.96%   8.06%   4.62%

Code: Select all

Newsletter CG     4.88%   18.20%   12.43%   4.87%   9.45%   7.48%
Wellington        3.55%   12.57%   11.14%   6.02%   8.94%   7.23%
coffeehouse       3.16%    9.05%   10.46%   5.81%   8.70%   7.06%
STAR              3.59%    9.16%    9.80%   4.92%   8.14%   6.38%
LS MG             3.20%    8.07%    9.23%   3.53%   7.32%   4.90%
                  
Wellesley         2.04%    5.55%   10.05%   7.20%   7.33%   6.90%
Newsletter Inc    3.17%   10.70%   10.77%   5.31%   7.27%   5.23%
LS CG             2.21%    4.53%    7.38%   3.57%   6.22%   4.83%
                  
madsinger         3.60%   10.09%   10.05%   4.41%      

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madsinger
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Re: madsinger monthly report (July 2013)

Post by madsinger » Mon Aug 05, 2013 6:24 pm

Finally posted.

Another strong month for stocks. US stocks up 5%-7% for the month, and in the "low 20%s" for the year. Bonds, slightly positive for the month, still negative YTD. Emerging markets still down -10% YTD.

REITs having a reasonable year on an absolute scale (up over 7% through 7 months), but trail the overall market. Precious Metals fund still way down over -30% YTD.

I was feeling quite smug about my rebalance into PM and EM on July 12...as both were up much more than the US small I had sold by July 25. By the end of the month, I was reminded that investing is not a short term game...with my PM fund falling almost 7% in 5 days.

I hope you are all happy with the allocations, and rebalancing when necessary!

-Brad.

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Re: madsinger monthly report (July 2013)

Post by investor » Mon Aug 05, 2013 7:37 pm

Thanks Brad:

Wellington just keeps marching along.

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Re: madsinger monthly report (July 2013)

Post by pkcrafter » Mon Aug 05, 2013 7:51 pm

Thanks maestro!

Paul
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

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Re: madsinger monthly report (July 2013)

Post by bschultheis » Mon Aug 05, 2013 9:50 pm

Thanks Brad.

Go Coffeehouse!

Bill

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Mel Lindauer
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Re: madsinger monthly report (July 2013)

Post by Mel Lindauer » Mon Aug 05, 2013 11:29 pm

bschultheis wrote:Thanks Brad.

Go Coffeehouse!

Bill
Looks like your portfolio is marching along very nicely, Bill.
Best Regards - Mel | | Semper Fi

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Robert T
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Re: madsinger monthly report (July 2013)

Post by Robert T » Tue Aug 06, 2013 5:47 am

.
Thanks Brad,

And while I'm still ahead :)

Personal annualized return since 2003 = 10.51% ahead of all but the Hot Hands portfolio (just).

But 2008 returns

Hot Hands = -47.9%
Sheltered Sam = -37.9%
Newsletter G = -38.4%
Newsletter G-ind = -40.7%
Personal return = -28.7%

Stay the course.

Robert
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Re: madsinger monthly report (July 2013)

Post by Beagler » Tue Aug 06, 2013 5:51 am

Thanks for the update.

Wellington beats 3-fund portfolio going back to 1999? Nice.
“The only place where success come before work is in the dictionary.” Abraham Lincoln. This post does not provide advice for specific individual situations and should not be construed as doing so.

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