### madsinger monthly report (August 2017)

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**Fri Sep 01, 2017 11:32 am**Here is a big fat collection of portfolios, with their August 2017 returns, 2017 YTD return, and annualized returns since 1999, 2007, 2012 and 2014 (18 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 50/6/11/33 stock/REIT/Gold/bond. The madsingerPP portfolio is the "permanent portfolio" portion of my portfolio consisting of 25% each of stock, long bond, cash, gold.

-Brad.

-Brad.

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```
CAGR CAGR CAGR CAGR
Aug YTD since since since since
2017 2017 2014 2012 2007 1999
VFINX 0.30% 11.82% 10.39% 14.93% 7.51% 5.70%
Sheltered Sam -0.01% 9.78% 8.31% 12.39% 5.97% 7.71%
Hot Hands -1.45% 1.82% 1.31% 9.96% 2.87% 10.37%
Newsletter G 0.18% 13.30% 9.53% 14.39% 7.66% 9.66%
Newsletter G-IND -0.09% 11.00% 8.92% 13.53% 7.49% 6.85%
3 fund 0.43% 12.11% 6.79% 10.46% 5.94% 5.99%
s&d 0.09% 9.82% 6.88% 10.29% 5.74% 7.44%
LS G 0.44% 12.04% 7.09% 10.74% 5.48% 5.46%
```

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```
Newsletter CG 0.36% 12.50% 9.24% 13.29% 7.37% 8.15%
Wellington 0.15% 7.59% 7.70% 10.58% 7.18% 7.51%
STAR 0.54% 12.00% 6.94% 9.98% 6.32% 6.78%
coffeehouse 0.12% 6.31% 6.51% 8.87% 6.02% 7.08%
LS MG 0.54% 9.77% 6.32% 8.76% 5.31% 5.42%
Wellesley 0.53% 6.00% 6.37% 7.50% 6.81% 6.83%
Newsletter Inc 0.27% 11.20% 8.30% 10.62% 6.65% 6.10%
LS CG 0.66% 7.48% 5.46% 6.74% 4.81% 5.09%
madsinger 0.62% 8.30% 5.66% 8.69% 5.38%
madsinger PP 1.92% 8.73%
```