madsinger monthly report (October 2012)

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Post Reply
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

madsinger monthly report (October 2012)

Post by madsinger »

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

Code: Select all

                                     CAGR    CAGR    CAGR    CAGR
                    Oct     YTD      since   since   since   since
                    2012    2012     2009    2007    2002    1999
Hot Hands         -0.78%   12.51%   13.42%  -2.01%   8.40%  10.82%
Sheltered Sam     -0.66%   12.51%   14.51%   1.30%   6.80%   6.28%
VFINX             -1.86%   14.15%   14.70%   2.01%   3.86%   2.77%
                  
s&d               -0.32%   11.15%   12.96%   2.53%   7.11%   6.64%
Newsletter G      -0.72%   10.90%   14.49%   2.24%   6.02%   7.99%
Newsletter G-IND  -1.15%   11.70%   15.93%   2.81%   5.97%   4.64%
3 fund            -0.72%   11.25%   12.21%   2.76%   5.93%   4.65%
LS G              -0.81%   11.54%   12.44%   1.73%   4.85%   3.86%

Code: Select all

coffeehouse       -0.45%    9.60%   11.96%   4.08%   6.86%   6.62%
Wellington         0.00%   11.50%   12.48%   4.89%   6.75%   6.65%
STAR              -0.19%   11.05%   12.31%   3.84%   5.81%   5.88%
Newsletter CG     -0.45%   10.50%   13.30%   2.63%   5.50%   6.37%
LS MG             -0.58%    9.69%   11.15%   2.93%   5.13%   4.44%
                  
Wellesley          0.25%    9.54%   11.95%   6.80%   7.02%   6.83%
Newsletter Inc    -0.18%    9.70%   12.35%   3.63%   5.48%   4.63%
LS CG             -0.35%    7.82%    9.73%   3.60%   4.98%   4.67%
                  
madsinger         -0.68%    9.41%   12.91%   3.07%      
Last edited by madsinger on Wed Nov 14, 2012 1:48 pm, edited 1 time in total.
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (October 2012)

Post by madsinger »

Late report this month, for obvious reasons. I hope everyone who was affected by Sandy is getting their lives back in order. I lost power for 22 hours, but had no personal or property damage at all. My thoughts to out to all of you, and I my wish is that you all get back to comfortable and happy as soon as possible.

-Brad.
Imbros
Posts: 207
Joined: Mon Jan 23, 2012 11:41 pm
Location: Wisconsin

Re: madsinger monthly report (October 2012)

Post by Imbros »

If Wellington were a girl, I would marry her.

Thank you for the update.
There is no greatness where there is no simplicity, goodness and truth. -L. Tolstoy
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (October 2012)

Post by madsinger »

Chart updated with Newsletter returns from Oct 2012. Thank you, investor, for the data.

-Brad.
Post Reply