madsinger monthly report (July 2012)

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madsinger
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madsinger monthly report (July 2012)

Post by madsinger »

Here is a big fat collection of portfolios, with their July 2012 returns, 2012 YTD return, and annualized returns since 1999, 2002, 2007 and 2009 (13 years 7 months, 10 years 7 months, 5 years 7 months, 3 years 7 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 61/5/3/31 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                   CAGR     CAGR    CAGR    CAGR
                   July    YTD     since    since   since   since
                   2012    2012    2009     2007    2002    1999
Hot Hands          2.08%   9.68%   13.61%  -2.54%   8.35%  10.82%
Sheltered Sam      0.72%   8.20%   14.34%   0.65%   6.57%   6.10%
VFINX              1.37%  10.91%   14.88%   1.57%   3.67%   2.61%
                  
s&d                0.70%   7.34%   12.82%   2.01%   6.93%   6.50%
Newsletter G       0.66%   6.70%   14.34%   1.64%   5.78%   7.83%
Newsletter G-IND   1.03%   8.00%   16.03%   2.31%   5.78%   4.47%
3 fund             0.93%   7.19%   11.95%   2.20%   5.70%   4.45%
LS G               0.98%   7.67%   12.25%   1.17%   4.62%   3.66%

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coffeehouse        0.92%   7.25%   12.17%   3.86%   6.80%   6.58%
Wellington         1.46%   8.06%   12.42%   4.53%   6.59%   6.53%
STAR               1.38%   7.60%   12.23%   3.43%   5.64%   5.74%
Newsletter CG      0.85%   6.70%   13.18%   2.11%   5.28%   6.22%
LS MG              1.10%   6.75%   11.12%   2.56%   4.99%   4.31%
                  
Wellesley          2.44%   7.76%   12.32%   6.80%   7.03%   6.83%
Newsletter Inc     1.52%   7.00%   12.49%   3.33%   5.37%   4.53%
LS CG              1.19%   5.75%    9.85%   3.40%   4.90%   4.61%
                  
madsinger          0.52%   5.92%   12.85%   2.61%      
investor
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Re: madsinger monthly report (July 2012)

Post by investor »

Thanks Brad.
I note that Wellington and Wellesley, those two lucky managed funds, are doing well.
I am 9.66% YTD

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Bounca
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Re: madsinger monthly report (July 2012)

Post by Bounca »

Thanks, as usual :beer
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BobSail
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Re: madsinger monthly report (July 2012)

Post by BobSail »

Thanks again Brad - the highlight of the beginning of every month!
Robert | 50% Fixed Income/30% US Equity/20% Int'l Equity
shawcroft
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The madsinger July 2012 report

Post by shawcroft »

Brad:
Nice work and thanks for your efforts. This is very helpful information
Shawcroft
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tomander
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Re: madsinger monthly report (July 2012)

Post by tomander »

thanks for your efforts.
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