madsinger monthly report (October 2017)

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Post Reply
User avatar
madsinger
Posts: 907
Joined: Sat Sep 29, 2007 3:26 pm

madsinger monthly report (October 2017)

Post by madsinger » Mon Nov 06, 2017 11:41 am

Here is a big fat collection of portfolios, with their October 2017 returns, 2017 YTD return, and annualized returns since 1999, 2007, 2012 and 2014 (18 years 10 months, 10 years 10 months, 5 years 10 months, 3 years 10 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.

Code: Select all

                                   CAGR    CAGR    CAGR    CAGR
                   Oct     YTD     since   since   since   since
                   2017    2017    2014    2012    2007    1999
VFINX              2.32%  16.77%  11.17%  15.33%   7.82%   5.89%
Sheltered Sam      1.51%  13.95%   8.99%  12.73%   6.24%   7.85%
Hot Hands          0.84%   7.73%   2.76%  10.73%   3.36%  10.60%
                  
Newsletter G       1.55%  18.10%  10.29%  14.76%   7.95%   9.81%
Newsletter G-IND   2.11%  16.10%   9.80%  14.00%   7.81%   7.04%
3 fund             1.72%  15.97%   7.43%  10.78%   6.18%   6.12%
s&d                1.20%  13.35%   7.46%  10.58%   5.96%   7.55%
LS G               1.72%  15.86%   7.71%  11.05%   5.72%   5.60%

Code: Select all

Newsletter CG      1.05%  16.00%   9.69%  13.48%   7.56%   8.25%
Wellington         1.38%  11.27%   8.30%  10.90%   7.40%   7.63%
STAR               1.38%  15.44%   7.48%  10.25%   6.52%   6.89%
coffeehouse        0.83%   8.71%   6.84%   9.02%   6.14%   7.14%
LS MG              1.32%  12.48%   6.71%   8.96%   5.46%   5.50%
                  
Wellesley          0.91%   7.86%   6.56%   7.60%   6.87%   6.87%
Newsletter Inc     0.62%  13.90%   8.60%  10.75%   6.79%   6.18%
LS CG              0.96%   9.14%   5.64%   6.83%   4.88%   5.13%
                  
madsinger          0.66%  10.37%   5.93%   8.78%   5.48%   
madsinger PP       0.41%   8.23%            

User avatar
madsinger
Posts: 907
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (October 2017)

Post by madsinger » Mon Nov 06, 2017 11:44 am

Another positive month for US stocks. Every month this year has had positive returns for the S&P 500. All four components of the permanent portfolio are positive for the year and two with double digit returns. Enjoy the returns in your portfolio, but don't forget to rebalance and confirm that your portfolio composition matches your need, ability, and willingness to take risk!

-Brad.

Code: Select all

          STOCK  LONG BOND  CASH    GOLD  PORTFOLIO 
January   1.85%    0.65%    0.08%   5.32%   1.93%
February  3.92%    1.57%    0.08%   3.17%   2.16%
March     0.07%   -0.58%    0.09%  -0.25%  -0.16%
April     0.99%    1.56%    0.08%   1.67%   1.07%
May       1.39%    1.74%    0.09%  -0.08%   0.77%
June      0.56%    0.64%    0.09%  -2.13%  -0.21%
July      2.03%   -0.59%    0.09%   2.35%   0.97%
August    0.26%    3.28%    0.10%   4.09%   1.92%
September 2.04%   -2.26%    0.10%  -3.22%  -0.84%
October   2.29%   -0.01%    0.10%  -0.81%   0.41%
               
YTD      16.45%    6.05%    0.91%  10.20%   8.23%

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

Re: madsinger monthly report (October 2017)

Post by investor » Tue Nov 07, 2017 1:25 am

Thanks Brad,

Always look forward to this posting. Even if it is late this month :-)

investor

mav12
Posts: 11
Joined: Tue Nov 07, 2017 5:36 pm

Re: madsinger monthly report (October 2017)

Post by mav12 » Tue Nov 07, 2017 5:40 pm

Hello,

I'm new to this forum. How does one use these statistics? Who manages these portfolios?

Thanks

User avatar
jmndu99
Posts: 341
Joined: Sun Jul 14, 2013 4:18 pm

Re: madsinger monthly report (October 2017)

Post by jmndu99 » Tue Nov 07, 2017 9:33 pm

Thanks again Brad

User avatar
bengal22
Posts: 1409
Joined: Sat Dec 03, 2011 6:20 pm
Location: Ohio

Re: madsinger monthly report (October 2017)

Post by bengal22 » Tue Nov 07, 2017 10:13 pm

mav12 wrote:
Tue Nov 07, 2017 5:40 pm
Hello,

I'm new to this forum. How does one use these statistics? Who manages these portfolios?

Thanks
In his intro, madsinger gives an explanation of what each portfolio that he tracks represents. You can check the WIKI here for other model portfolios. I think it is important to track ones own portfolio against benchmarks to evaluates ones performance. Just to see that your not losing something significant with your mix. I have a basic 3 fund(60-40) portfolio with some reit, small cap value, hi yield bond tilt. So I benchmark my total return against the coffeehouse and 3 fund model that madsinger tracks plus Vanguards total retirement 2015 and 2020. I want to know how my variety of 3 fund matches against a more traditional mix.

It is just a benchmark for me to evaluate if my mix still makes sense. I want to track against a fair objective. I don't expect to meet or exceed the S and P 500 performance because that is not how my portfolio is modeled.
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley

User avatar
celia
Posts: 8094
Joined: Sun Mar 09, 2008 6:32 am
Location: SoCal

Re: madsinger monthly report (October 2017)

Post by celia » Tue Nov 07, 2017 10:27 pm

mav12 wrote:
Tue Nov 07, 2017 5:40 pm
I'm new to this forum. How does one use these statistics? Who manages these portfolios?
https://www.bogleheads.org/wiki/Madsing ... ly_reports

WanderingDoc
Posts: 958
Joined: Sat Aug 05, 2017 8:21 pm

Re: madsinger monthly report (October 2017)

Post by WanderingDoc » Tue Nov 07, 2017 10:28 pm

Data looks great. But I wish the actual fund names were listed that correspond to those ticker symbols :confused
Don't wait to buy real estate. Buy real estate, and wait. | Rent where you live, buy where others pay your mortgage for you.

User avatar
madsinger
Posts: 907
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (October 2017)

Post by madsinger » Wed Nov 08, 2017 11:06 am

WanderingDoc wrote:
Tue Nov 07, 2017 10:28 pm
Data looks great. But I wish the actual fund names were listed that correspond to those ticker symbols :confused
VFINX: 500 Index Fund
VIVAX: Value Index
NAESX: Small-Cap Index
VISVX: Small-Cap Value Index
VGSIX: REIT Index
VGTSX: Total International Stock Index
VINEX: International Explorer
VBMFX: Total Bond Market Index

VGPMX: Precious Metals and Mining
VEURX: European Stock Index
VPACX: Pacific Stock Index
VEIEX: Emerging Markets Stock Index
VTRIX: International Value

LuckyDog
Posts: 63
Joined: Fri May 04, 2007 7:43 pm

Re: madsinger monthly report (October 2017)

Post by LuckyDog » Sat Nov 18, 2017 10:54 am

Hi, I would also appreciate tickers and fund names for the other portfolio's as well.

Thank you so much for this, it will help me in consolidating my rather large portfolio of stocks and Vanguard funds down. I'm getting older and thinking of simplifying.

LuckyDog

Post Reply