madsinger monthly report (February 2014)

[madsinger]

Here is a big fat collection of portfolios, with their February 2014 returns, 2014 YTD return, and annualized returns since 1999, 2004, 2009 and 2011 (15 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 59/5/3/33 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                    CAGR     CAGR    CAGR    CAGR
                   Feb     YTD      since    since   since   since
                   2014    2014     2011     2009    2004    1999
Hot Hands          4.82%   2.06%   16.91%   18.46%  10.35%  12.70%
Sheltered Sam      4.78%   1.75%   11.84%   16.47%   8.40%   7.60%
VFINX              4.56%   0.93%   15.44%   17.39%   7.26%   4.59%
                  
Newsletter G       5.32%   3.00%   15.03%   18.40%   9.32%   9.79%
Newsletter G-IND   4.83%   2.10%   14.31%   18.63%   9.05%   6.42%
s&d                4.07%   2.22%   10.14%   14.39%   8.23%   7.64%
3 fund             4.04%   1.25%   10.33%   13.85%   7.60%   5.81%
LS G               4.06%   1.34%   10.52%   14.07%   6.76%   5.10%

Code: Select all

Newsletter CG      4.89%   3.00%   14.28%   16.55%   8.37%   8.00%
Wellington         3.00%   1.42%   11.68%   13.50%   8.11%   7.48%
coffeehouse        3.05%   2.39%    9.72%   12.65%   7.62%   7.30%
STAR               3.61%   2.18%   10.71%   13.51%   7.35%   6.81%
LS MG              3.12%   1.51%    8.86%   11.86%   6.32%   5.24%
                  
Wellesley          2.06%   1.69%    9.68%   11.07%   7.21%   6.98%
Newsletter Inc     3.84%   2.70%   11.89%   13.63%   6.74%   5.69%
LS CG              2.23%   1.72%    6.83%    9.58%   5.50%   5.06%
                  
madsinger          3.43%   1.69%    8.77%   13.68%      

[John Z]

Once again, many thanks!
John

[jmndu99]

Thanks Much Brad, always waiting for your reports

Jim

[spanky123]

Nice data - it seems that investing in only one fund - Wellington is simple and effective. Re-balancing is not necessary at all.

[cfs]

Thanks again.

I look forward to the madsinger monthly report.

Good to see my boring SWAN (sleep well at night) portfolio hanging there with the big boys/girls.

Thanks for reading.

[investor]

Nice data - it seems that investing in only one fund - Wellington is simple and effective. Re-balancing is not necessary at all.

+1

investor

[BanditKing]

Which newsletter is "Newsletter", "Newsletter G-IND" and "Newsletter CG" from? I know we don't necessarily want to pop out a bunch of newsletter advertising, but I'm trying to get the complete picture to understand this report fully.

[madsinger]

Which newsletter is "Newsletter", "Newsletter G-IND" and "Newsletter CG" from? I know we don't necessarily want to pop out a bunch of newsletter advertising, but I'm trying to get the complete picture to understand this report fully.

I sent you a private message.

-Brad.

[Bitzer]

Brad, could you send a PM to me as well? I'm interested in (subscribing to) reviewing those newsletters. Thanks for your contributions!