madsinger monthly report (August 2013)

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Post Reply
User avatar
madsinger
Posts: 910
Joined: Sat Sep 29, 2007 3:26 pm

madsinger monthly report (August 2013)

Post by madsinger » Tue Sep 03, 2013 9:37 am

Here is a big fat collection of portfolios, with their August 2013 returns, 2013 YTD return, and annualized returns since 1999, 2003, 2008 and 2010 (14 years 8 months, 10 years 8 months, 5 years 8 months, 3 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 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
                   Aug     YTD      since   since   since   since
                   2013    2013     2010    2008    2003    1999
Hot Hands         -3.63%  24.62%   15.07%   1.07%  11.97%  11.90%
Sheltered Sam     -3.34%  10.97%   11.16%   3.20%   9.83%   6.90%
VFINX             -2.91%  16.03%   13.18%   4.08%   8.03%   3.76%
                  
Newsletter G      -2.56%  18.00%   12.10%   4.14%  10.09%   8.96%
Newsletter G-IND  -3.20%  14.90%   12.94%   3.90%   9.62%   5.56%
s&d               -2.73%   7.78%    9.58%   3.87%   9.40%   7.03%
3 fund            -2.11%   8.56%    9.00%   3.31%   8.57%   5.16%
LS G              -2.10%   9.25%    9.72%   2.53%   7.78%   4.44%

Code: Select all

Newsletter CG     -2.20%  15.60%   11.45%   4.39%   9.14%   7.27%
Wellington        -2.23%  10.06%   10.19%   5.51%   8.64%   7.02%
coffeehouse       -2.62%   6.20%    9.41%   5.22%   8.36%   6.82%
STAR              -1.55%   7.47%    9.11%   4.56%   7.91%   6.23%
LS MG             -1.73%   6.20%    8.49%   3.16%   7.08%   4.74%
                  
Wellesley         -1.88%   3.57%    9.24%   6.73%   7.08%   6.72%
Newsletter Inc    -1.72%   8.80%    9.99%   4.91%   7.03%   5.08%
LS CG             -1.37%   3.10%    6.81%   3.26%   6.03%   4.71%
                  
madsinger         -2.05%   7.83%    9.19%   3.96% 
Last edited by madsinger on Wed Sep 04, 2013 10:06 am, edited 1 time in total.

User avatar
madsinger
Posts: 910
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (August 2013)

Post by madsinger » Tue Sep 03, 2013 9:42 am

Well...it was one of those months.

US stocks down -3% to -4%. Developed Int'l did a little better (less than -2% drop). REITs got hit pretty hard (down almost -7%), but Precious Metals did provide some negative correlation this month, up over +4%. Bonds fell with rising interest rates.

For the year, returns still look pretty reasonable...and for this year the general rule is: more stocks means better returns, more bonds...not so much.

And now we're in to September and October....(for those of you who think about those kinds of things).

Wishing you all well,
Brad.

User avatar
runner9
Posts: 2024
Joined: Tue Aug 02, 2011 8:49 pm
Location: Ohio

Re: madsinger monthly report (August 2013)

Post by runner9 » Tue Sep 03, 2013 9:45 am

FYI that 4 of your portfolios show x.xx% for all lines.

User avatar
madsinger
Posts: 910
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (August 2013)

Post by madsinger » Tue Sep 03, 2013 10:10 am

runner9 wrote:FYI that 4 of your portfolios show x.xx% for all lines.
The newsletter website has not posted its August returns yet, so I do not have numbers for those rows. When they update their website, I will update the chart!

Beagler
Posts: 3442
Joined: Sun Dec 21, 2008 7:39 pm

Re: madsinger monthly report (August 2013)

Post by Beagler » Tue Sep 03, 2013 10:15 am

Nice to see Wellington continue to best the 3-fund portfolio. :D
“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.

investor
Posts: 1010
Joined: Mon Feb 19, 2007 10:50 pm

Re: madsinger monthly report (August 2013)

Post by investor » Tue Sep 03, 2013 11:09 am

indeed Wellington continues (to be lucky) and marches along.

investor

User avatar
Mel Lindauer
Moderator
Posts: 28463
Joined: Mon Feb 19, 2007 8:49 pm
Location: Daytona Beach Shores, Florida
Contact:

Re: madsinger monthly report (August 2013)

Post by Mel Lindauer » Tue Sep 03, 2013 12:34 pm

Beagler wrote:Nice to see Wellington continue to best the 3-fund portfolio. :D
And the indexed LS funds bested Wellington for the month. :-) Remember, at any given point in time, something will always be doing better than something else.
Best Regards - Mel | | Semper Fi

User avatar
Mel Lindauer
Moderator
Posts: 28463
Joined: Mon Feb 19, 2007 8:49 pm
Location: Daytona Beach Shores, Florida
Contact:

Re: madsinger monthly report (August 2013)

Post by Mel Lindauer » Tue Sep 03, 2013 1:44 pm

Beagler wrote:Nice to see Wellington continue to best the 3-fund portfolio. :D
And nice to see my I Bonds whipping Wellington and the entire batch (at least for the month)! :-)
Best Regards - Mel | | Semper Fi

User avatar
bengal22
Posts: 1414
Joined: Sat Dec 03, 2011 6:20 pm
Location: Ohio

Re: madsinger monthly report (August 2013)

Post by bengal22 » Tue Sep 03, 2013 2:12 pm

investor wrote:indeed Wellington continues (to be lucky) and marches along.

investor
"LUCKY" - that's a loaded term since it beats the 3 Fund in all breakdowns.
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley

Beagler
Posts: 3442
Joined: Sun Dec 21, 2008 7:39 pm

Re: madsinger monthly report (August 2013)

Post by Beagler » Tue Sep 03, 2013 3:33 pm

Mel Lindauer wrote:
Beagler wrote:Nice to see Wellington continue to best the 3-fund portfolio. :D
And nice to see my I Bonds whipping Wellington and the entire batch (at least for the month)! :-)
You can keep the 1-month returns. I'll keep the CAGR from 1999 forward. :D

(As a long-term Wellington shareholder, I figure if it's good enough for Mr. Bogle, then it's good enough for me :happy )
“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.

investor
Posts: 1010
Joined: Mon Feb 19, 2007 10:50 pm

Re: madsinger monthly report (August 2013)

Post by investor » Tue Sep 03, 2013 5:27 pm

bengal22 wrote:
investor wrote:indeed Wellington continues (to be lucky) and marches along.

investor


"LUCKY" - that's a loaded term since it beats the 3 Fund in all breakdowns.



bengall. I have been promoting Wellington for years. Many here have attributed its success to 'luck' because in their mind no managed fund can ever do well. I was just poking fun with the "LUCKY" comment.. I have been invested in/with Wellington for many many years


investor

User avatar
madsinger
Posts: 910
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (August 2013)

Post by madsinger » Wed Sep 04, 2013 10:07 am

I have completed the chart with the Newsletter returns. Thanks to RM and investor for their help.

-Brad.

User avatar
bengal22
Posts: 1414
Joined: Sat Dec 03, 2011 6:20 pm
Location: Ohio

Re: madsinger monthly report (August 2013)

Post by bengal22 » Wed Sep 04, 2013 12:58 pm

investor wrote:
bengal22 wrote:
investor wrote:indeed Wellington continues (to be lucky) and marches along.

investor


"LUCKY" - that's a loaded term since it beats the 3 Fund in all breakdowns.



bengall. I have been promoting Wellington for years. Many here have attributed its success to 'luck' because in their mind no managed fund can ever do well. I was just poking fun with the "LUCKY" comment.. I have been invested in/with Wellington for many many years


investor
got it. I hope Wellington as well.

BTW, since this is the year of the Bengals... know that there are only one L. Who Dey???
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley

Post Reply