madsinger monthly report (May 2011)

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madsinger
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madsinger monthly report (May 2011)

Post by madsinger » Thu Jun 02, 2011 9:55 am

Here is a big fat collection of portfolios, with their May 2011 returns, 2011 YTD return, and annualized returns since 1999, 2001, 2006 and 2008 (12 years 5 months, 10 years 5 months, 5 years 5 months, 3 years 5 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 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 62/5/3/30 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                  CAGR    CAGR    CAGR    CAGR
                  May     YTD     since   since   since   since
                  2011    2011    2008    2006    2001    1999
Hot Hands        -1.96%  12.28%  -4.43%   3.00%  10.25%  12.25%
Sheltered Sam    -1.56%   7.60%   0.89%   5.03%   6.44%   6.92%
VFINX            -1.15%   7.75%  -0.40%   3.46%   1.99%   2.46%
                        
s&d              -1.13%   6.87%   2.85%   5.98%   6.87%   7.32%
Newsletter G-IND -0.91%   9.40%   0.97%   5.54%   5.79%   5.04%
Newsletter G     -0.46%   8.00%   0.64%   5.42%   5.47%   8.83%
3 fund           -1.21%   6.28%   1.56%   5.51%   4.90%   5.01%
LS G             -1.21%   6.71%   0.20%   4.31%   3.91%   4.13%
                        
coffeehouse      -0.33%   6.42%   4.73%   6.18%   6.82%   6.98%
Wellington       -0.51%   6.52%   3.43%   6.38%   6.59%   6.71%
STAR             -0.54%   6.08%   3.05%   5.24%   5.56%   6.11%
Newsletter CG    -0.28%   7.60%   0.96%   4.95%   4.99%   6.81%
LS MG            -0.62%   5.88%   1.75%   4.83%   4.50%   4.64%
                        
Wellesley         0.84%   6.21%   6.23%   7.03%   6.79%   6.58%
Newsletter Inc    0.28%   6.60%   2.74%   4.35%   4.81%   4.51%
LS CG            -0.18%   4.78%   2.75%   4.94%   4.71%   4.83%
                        
madsinger        -0.91%   5.85%   3.36%   6.06%        

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madsinger
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Post by madsinger » Thu Jun 02, 2011 10:03 am

Thanks to the last two trading days of the month, May did not turn out as gloomy as it looked just a few days ago.

REITs were up for the month, and bonds did well. Most stocks lost some for the month, with small and international a little worse than Large domestic.

The portfolios are still sporting nice 5 month returns (all more than a percent a month).

-Brad.

Snowjob
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Post by Snowjob » Thu Jun 02, 2011 10:17 am

Yeah the last day in May helped, but gave most of it back to the start of June.

Went from +17% YTD in April to only +8% at the end of May. Ahead of my benchmark VT a bit after trailing in during the first quarter.

matt
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Post by matt » Thu Jun 02, 2011 10:47 am

Snowjob wrote:Yeah the last day in May helped, but gave most of it back to the start of June.

Went from +17% YTD in April to only +8% at the end of May. Ahead of my benchmark VT a bit after trailing in during the first quarter.
You lost 8% in May? You were given clear advice on how to do better: http://www.bogleheads.org/forum/viewtop ... t=#1034116

Snowjob
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Post by Snowjob » Thu Jun 02, 2011 12:40 pm

matt wrote:
Snowjob wrote:Yeah the last day in May helped, but gave most of it back to the start of June.

Went from +17% YTD in April to only +8% at the end of May. Ahead of my benchmark VT a bit after trailing in during the first quarter.
You lost 8% in May? You were given clear advice on how to do better: http://www.bogleheads.org/forum/viewtop ... t=#1034116
On the brokerage account, yes. The entire portfolio however includes a roth 410k which was down maybe a percent and roth IRA which was up. I also am trying to avoid taking lots of capital gains for tax reasons so selling and re-allocating w/in the brokerage account is not as attractive. I did that last year and while I made more money, I found that I had to w/draw my roth ira contribution because my income went over the limit.

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Rick Ferri
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Post by Rick Ferri » Thu Jun 02, 2011 12:52 pm

What's the 3 fund portfolio again? I forgot.
The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.

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etc06
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Post by etc06 » Thu Jun 02, 2011 2:12 pm

From the OP: The 3 fund is 50/30/20 Total Stock/Total Int'l/Total Bond.

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stratton
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Post by stratton » Thu Jun 02, 2011 8:07 pm

Oh mighty Wellesley we salute you!

Paul
...and then Buffy staked Edward. The end.

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White Coat Investor
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Post by White Coat Investor » Thu Jun 02, 2011 8:25 pm

Snowjob wrote:Yeah the last day in May helped, but gave most of it back to the start of June.

Went from +17% YTD in April to only +8% at the end of May. Ahead of my benchmark VT a bit after trailing in during the first quarter.
You must have a portfolio very different from the ones Madsinger posts returns for every month.
1) Invest you must 2) Time is your friend 3) Impulse is your enemy | 4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course

Snowjob
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Post by Snowjob » Thu Jun 02, 2011 11:03 pm

EmergDoc wrote:
Snowjob wrote:Yeah the last day in May helped, but gave most of it back to the start of June.

Went from +17% YTD in April to only +8% at the end of May. Ahead of my benchmark VT a bit after trailing in during the first quarter.
You must have a portfolio very different from the ones Madsinger posts returns for every month.
I hold individual securities in the brokerage account and benchmark against the VT etf to keep myself honest.

Retirement accounts are simple 3 fund passive / indexed, but MUCH more conservative in allocation anything relative to my age (late 20s)

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madsinger
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Post by madsinger » Fri Jul 01, 2011 4:14 pm


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