madsinger monthly report (July 2014)

[madsinger]

Here is a big fat collection of portfolios, with their July 2014 returns, 2014 YTD return, and annualized returns since 1999, 2004, 2009 and 2011 (15 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 50/6/11/33 stock/REIT/Gold/bond.

-Brad.

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                                    CAGR     CAGR     CAGR    CAGR
                    July    YTD     since    since    since   since 
                    2014    2014    2011     2009     2004    1999
Hot Hands          -5.33%  -3.13%   13.14%   15.89%   9.39%  11.97%
Sheltered Sam      -1.81%   6.08%   11.68%   16.02%   8.49%   7.68%
VFINX              -1.39%   5.56%   14.96%   16.93%   7.42%   4.77%
                  
Newsletter G       -2.62%   4.10%   13.50%   17.14%   9.05%   9.59%
Newsletter G-IND   -3.19%   3.30%   12.91%   17.37%   8.80%   6.32%
s&d                -1.78%   5.31%    9.82%   13.85%   8.20%   7.64%
3 fund             -1.53%   4.36%   10.00%   13.37%   7.59%   5.86%
LS G               -1.48%   4.52%   10.19%   13.58%   6.80%   5.17%

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Newsletter CG      -2.15%   4.50%   12.97%   15.53%   8.18%   7.88%
Wellington         -1.02%   5.36%   11.43%   13.20%   8.17%   7.53%
coffeehouse        -1.49%   5.18%    9.36%   12.19%   7.58%   7.28%
STAR               -1.31%   4.50%   10.10%   12.90%   7.28%   6.78%
LS MG              -1.12%   4.38%    8.63%   11.48%   6.34%   5.29%
                  
Wellesley          -1.00%   4.86%    9.44%   10.81%   7.22%   7.00%
Newsletter Inc     -1.04%   5.10%   11.15%   13.01%   6.70%   5.69%
LS CG              -0.75%   4.29%    6.76%    9.32%   5.53%   5.09%
                  
madsinger          -1.65%   3.33%    8.19%   12.92%      
madsinger PP       -1.09%               

[madsinger]

The end of July took its toll on stocks. Portfolios down in the -1% to -2% range this month.

US Large caps down about -1.4%, but small US stocks close to a -5% drop.

REITs and Precious Metals stocks were basically unchanged.

YTD, portfolios are up in the +4% to +6% range. I think most of us can feel pretty good about that!

-Brad.

[cfs]

Thanks Brad

Thanks for the monthly report, my imperfect SWAN or sleep well at night portfolio took a small hit in July 2014 and I look forward to a productive month of August 2014.

Thanks for reading.

[investor]

Thanks Brad:

Wellington keeps trucking along.....

investor