madsinger monthly report (March 2014)

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madsinger
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madsinger monthly report (March 2014)

Post by madsinger »

Here is a big fat collection of portfolios, with their March 2014 returns, 2014 YTD return, and annualized returns since 1999, 2004, 2009 and 2011 (15 years 3 months, 10 years 3 months, 5 years 3 months, 3 years 3 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
                   Mar      YTD     since    since   since   since
                   2014     2014    2011     2009    2004    1999
Hot Hands         -1.23%   0.80%   16.00%   17.87%  10.13%  12.54%
Sheltered Sam      1.08%   2.84%   11.89%   16.43%   8.45%   7.64%
VFINX              0.82%   1.76%   15.30%   17.28%   7.29%   4.62%
                  
Newsletter G      -0.10%   2.90%   14.58%   18.06%   9.23%   9.73%
Newsletter G-IND   0.10%   2.20%   13.95%   18.33%   8.98%   6.39%
s&d                0.59%   2.83%   10.07%   14.27%   8.22%   7.64%
3 fund             0.35%   1.61%   10.17%   13.70%   7.57%   5.81%
LS G               0.39%   1.74%   10.37%   13.92%   6.75%   5.10%

Code: Select all

Newsletter CG      0.00%   3.00%   13.89%   16.27%   8.30%   7.96%
Wellington         0.93%   2.36%   11.68%   13.47%   8.14%   7.50%
coffeehouse        0.47%   2.87%    9.62%   12.53%   7.60%   7.29%
STAR               0.00%   2.18%   10.42%   13.28%   7.29%   6.77%
LS MG              0.31%   1.82%    8.73%   11.72%   6.30%   5.23%
                  
Wellesley          0.92%   2.63%    9.73%   11.08%   7.24%   7.01%
Newsletter Inc     0.39%   3.10%   11.70%   13.48%   6.72%   5.69%
LS CG              0.18%   1.90%    6.71%    9.45%   5.47%   5.04%
                  
madsinger          0.37%   2.07%    8.66%   13.53%      
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Re: madsinger monthly report (March 2014)

Post by madsinger »

A rather volatile month that ended pretty close to where it started.

For the most part, value was ahead of growth for the month, bonds a little lower.

A couple of outliers: Emerging market up 3.86%, Precious Metals and Mining down -3.15%, but most things were fairly calm.

The portfolios range from about 1.5% to 3.0% YTD return for the first three months of the year. If we could get that kind of return for most quarters, I think we'd all be pretty happy.

-Brad.
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cfs
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Re: madsinger monthly report (March 2014)

Post by cfs »

Thanks, I look forward to this monthly report.
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Re: madsinger monthly report (March 2014)

Post by investor »

Thanks Brad... Wellington still doing just fine

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Re: madsinger monthly report (March 2014)

Post by jmndu99 »

Thank you madsinger
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Re: madsinger monthly report (March 2014)

Post by LadyGeek »

The wiki has been updated (by another editor): Madsinger monthly reports
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.
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Re: madsinger monthly report (March 2014)

Post by madsinger »

LadyGeek wrote:The wiki has been updated (by another editor): Madsinger monthly reports
d'oh! I've got to learn (and remember) to do this myself.

Thank you to those who have made this resource available.

-Brad.
researchfiend
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Re: madsinger monthly report (March 2014)

Post by researchfiend »

Sorry, tried to send a PM, but must be doing something wrong.

Always appreciate this report, and would like to know the names of the various newsletters, if you don't mind sending a PM.

Thanks very much.
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Re: madsinger monthly report (March 2014)

Post by gkaplan »

Better late than never.

As of March 31, 2014, my year-to-date return is 1.63%. My annualized quarterly, one-year, three-year, five-year, and ten-year rates of returns are 6.78%, 9.35%, 6.04%, 13.85%, and 7.05%, respectively.

My best performing fund year-to-date has been the Vanguard FTSE All-World ex-US Small-Cap Index Fund, with a year-to-date return of 4.39 My annualized quarterly, one-year, and three-year rates of return are 19.06%, 17.20%, and 4.60%, respectively.

My worst fund year-to-date has been the Vanguard Pacific Stock Index Fund Admiral Shares, with a year-to-date return -2.55%. My annualized quarterly, one-year, and three-year rates of return are -9.93%, 4.86%, and 5.63% respectively.

My retirement portfolio currently is divided among the following two investment vehicles:

70.00%: Vanguard Roth IRA (My year-to-date return is 2.09%. My annualized
quarterly, one-year, three-year, five-year, and ten-year rates of return are as follows: 8.73%, 12.71%, 7.84%, 18.96%, and 8.61%, respectively.

30.00%: Thrift Savings Plan (My year-to-date return is 0.58%. My annualized
quarterly, one-year, three-year, and five-year rates of return are as follows: 2.37%, 2.10%, 1.88%, and 3.57%, respectively.

Target allocation for my retirement portfolio is 60/40 Equity/Fixed Income. Specifically, my target allocations are as follows:

13.50%: Domestic Large-Cap Value
13.50%: Domestic Small-Cap Value
05.50%: Foreign Markets Large – Developed – Europe
05.50%: Foreign Markets Large – Developed – Pacific
11.00%: Foreign Markets Small – Developed and Emerging
11.00%: Foreign Markets Large – Emerging
40.00%: Fixed Income

As of March 31, 2014, my equity/fixed Income allocation is split 70/30. Specifically, my current allocations are as follows.

14.29%: Domestic Large-Cap Value (VIVAX)
14.96%: Domestic Small-Cap Value (VISVX)
05.77%: Foreign Markets Large – Developed – Europe (VEURX)
05.83%: Foreign Markets Large – Developed – Pacific (VPACX)
10.78%: Foreign Markets Small – Developed and Emerging (VSFVX)
10.66%: Foreign Markets Large – Emerging (VEMAX)
07.72%: Fixed Income – TIPS (VAIPX)
30.00%: Fixed Income – TSP (G Fund)

(Totals do not add to 100% because of rounding.)

Submitted for your approval.
Gordon
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