madsinger monthly report (November 2011)

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madsinger
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madsinger monthly report (November 2011)

Post by madsinger » Thu Dec 01, 2011 2:39 pm

Here is a big fat collection of portfolios, with their November 2011 returns, 2011 YTD return, and annualized returns since 1999, 2001, 2006 and 2008 (12 years 11 months, 10 years 11 months, 5 years 11 months, 3 years 11 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
                  Nov      YTD     since    since   since   since
                  2011     2011    2008     2006    2001    1999
Hot Hands        -0.64%   -1.04%   -6.92%   0.57%   8.49%  10.66%
Sheltered Sam    -1.17%   -3.69%   -2.04%   2.65%   5.07%   5.73%
VFINX            -0.24%    0.94%   -2.00%   2.03%   1.29%   1.84%
                  
s&d              -1.44%   -3.11%   -0.05%   3.72%   5.59%   6.22%
Newsletter G-IND -0.50%   -0.30%   -1.52%   3.42%   4.62%   4.09%
Newsletter G     -0.50%   -1.40%   -1.75%   3.35%   4.34%   7.71%
3 fund           -1.01%   -2.31%   -0.80%   3.55%   3.87%   4.13%
LS G             -0.92%   -2.33%   -2.06%   2.39%   2.89%   3.26%

Code: Select all

coffeehouse      -0.91%    0.86%    2.70%   4.69%   5.98%   6.26%
Wellington       -0.64%    2.14%    1.89%   5.07%   5.87%   6.10%
STAR             -1.15%    0.65%    1.29%   3.86%   4.79%   5.44%
Newsletter CG    -0.59%    0.30%   -0.96%   3.29%   4.09%   5.96%
LS MG            -0.72%   -0.05%    0.04%   3.40%   3.74%   3.99%
                  
Wellesley        -0.53%    6.92%    5.59%   6.54%   6.53%   6.37%
Newsletter Inc   -0.67%    3.80%    1.69%   3.50%   4.33%   4.12%
LS CG            -0.55%    1.15%    1.48%   3.89%   4.15%   4.35%
                  
madsinger        -0.93%   -2.24%    0.86%   4.12%      

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madsinger
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Re: madsinger monthly report (November 2011)

Post by madsinger » Thu Dec 01, 2011 3:04 pm

Well...what had been a miserable month for stocks, turned into a "eh" month for stocks this week.

US Small caps are still down -3% to -5% for the year.

S & P 500 is up almost 1% YTD.

Internationals are way down -12% to -14% YTD.

Bonds also dipped for the month.

My madsinger portfolio is trailing due to overweight in small, anything it international, and my short term bonds are trailing total bonds by a few percentage points.

Let's all hang on to see what the last month of the year brings us!

-Brad.

pkcrafter
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Re: madsinger monthly report (November 2011)

Post by pkcrafter » Thu Dec 01, 2011 9:29 pm

Thanks Brad, very much appreciate and look forward to your monthly report. If you don't mind, could you post the results at the beginning of the month instead of the end. :)

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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White Coat Investor
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Re: madsinger monthly report (November 2011)

Post by White Coat Investor » Thu Dec 01, 2011 9:32 pm

All that volatility this month and this year and in the end...things are basically flat.
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

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