madsinger monthly report (February 2013)

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 (February 2013)

Post by madsinger »

Here is a big fat collection of portfolios, with their February 2013 returns, 2013 YTD return, and annualized returns since 1999, 2003, 2008 and 2010 (14 years 2 months, 10 years 2 months, 5 years 2 months, 3 years 2 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 60/5/3/32 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                   CAGR     CAGR    CAGR    CAGR
                    Feb     YTD    since    since   since   since
                    2013    2013   2010     2008    2003    1999
Hot Hands          0.68%   7.94%   12.43%  -1.60%  11.01%  11.22%
Sheltered Sam      0.64%   5.59%   11.27%   2.52%   9.80%   6.78%
VFINX              1.33%   6.58%   12.36%   2.78%   7.54%   3.28%
                  
Newsletter G       1.23%   7.10%   10.70%   2.61%   9.56%   8.55%
s&d                0.54%   4.31%   10.03%   3.59%   9.53%   7.04%
Newsletter G-IND   0.85%   6.70%   12.47%   2.81%   9.31%   5.22%
3 fund             0.39%   4.01%    9.01%   2.78%   8.55%   5.03%
LS G               0.54%   4.29%    9.71%   1.86%   7.68%   4.26%

Code: Select all

Newsletter CG      1.24%   6.40%   10.44%   3.16%   8.72%   6.91%
coffeehouse        0.82%   3.70%   10.15%   5.26%   8.54%   6.89%
Wellington         0.85%   4.40%   10.04%   4.98%   8.52%   6.88%
STAR               0.33%   3.37%    9.27%   4.22%   7.91%   6.16%
LS MG              0.52%   3.21%    8.91%   2.90%   7.14%   4.70%
                  
Wellesley          1.23%   2.70%   10.48%   7.23%   7.35%   6.90%
Newsletter Inc     1.17%   4.20%   10.14%   4.52%   6.94%   4.94%
LS CG              0.52%   2.06%    7.58%   3.38%   6.23%   4.80%
                  
madsinger          0.32%   3.93%    9.44%   3.61%      
Last edited by madsinger on Sun Mar 03, 2013 1:12 pm, edited 1 time in total.
investor
Posts: 1010
Joined: Mon Feb 19, 2007 10:50 pm

Re: madsinger monthly report (February 2013)

Post by investor »

Thanks Brad....

investor
User avatar
runner9
Posts: 2148
Joined: Tue Aug 02, 2011 8:49 pm
Location: Ohio

Re: madsinger monthly report (February 2013)

Post by runner9 »

madsinger wrote:Here is a big fat collection of portfolios, with their January 2013 returns, ......
With their February, 2013 returns....
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (February 2013)

Post by madsinger »

Mostly positive month, with a bunch of jumping around at the end.

With the 10 year+ part of the chart now dropping off the year 2002, the Newsletter portfolios are showing very strong 10 year returns. I believe this is the first time in my posting of these charts that the Newsletter G portfolio has passed the s&d portfolio in this "long range" view.

The madsinger portfolio is treating me well, although my small allotment of the precious metals fund continues to drag me down. A couple of years ago, it added a full percentage point on to my annual returns, though. With regular rebalancing, this is the fund that gets the biggest buys and sells as a percentage of the assets held. It looks like I'll be buying some more soon, unless it changes course!

Wishing you all well,
Brad.
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (February 2013)

Post by madsinger »

runner9 wrote:
madsinger wrote:Here is a big fat collection of portfolios, with their January 2013 returns, ......
With their February, 2013 returns....
d'oh!

Thanks for the catch...I've corrected the post. Not quite enough cut-and-paste-and-edit attention!

-Brad.
User avatar
jjustice
Posts: 528
Joined: Tue Aug 04, 2009 9:58 am

Re: madsinger monthly report (February 2013)

Post by jjustice »

Thanks, Brad, this is useful comparative data.
John
Post Reply