madsinger monthly report (November 2014)

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madsinger
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madsinger monthly report (November 2014)

Post by madsinger »

Here is a big fat collection of portfolios, with their November 2014 returns, 2014 YTD return, and annualized returns since 1999, 2004, 2009 and 2011 (15 years 11 months, 10 years 11 months, 5 years 11 months, 3 years 11 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.

Code: Select all

                                    CAGR     CAGR    CAGR     CAGR
                   Nov     YTD      since    since   since    since
                   2014    2014     2011     2009    2004     1999
Hot Hands          0.89%   2.73%   13.65%   16.07%   9.68%   12.11%
Sheltered Sam      1.56%   9.87%   11.63%   15.73%   8.57%    7.75%
VFINX              2.68%  13.81%   15.81%   17.39%   7.93%    5.16%
                  
Newsletter G       2.49%  11.00%   14.14%   17.37%   9.40%    9.83%
Newsletter G-IND   2.22%  10.40%   13.67%   17.63%   9.18%    6.63%
s&d                0.96%   7.74%    9.59%   13.46%   8.16%    7.62%
3 fund             1.31%   7.17%    9.85%   13.08%   7.62%    5.91%
LS G               1.45%   8.07%   10.22%   13.41%   6.91%    5.28%

Code: Select all

Newsletter CG      2.30%  11.20%   13.59%   15.80%   8.54%    8.13%
Wellington         1.81%  10.10%   11.66%   13.25%   8.35%    7.67%
coffeehouse        1.18%   9.08%    9.54%   12.15%   7.70%    7.37%
STAR               1.61%   8.29%   10.20%   12.81%   7.40%    6.87%
LS MG              1.27%   7.66%    8.73%   11.38%   6.44%    5.38%
                  
Wellesley          1.27%   8.20%    9.47%   10.75%   7.30%    7.06%
Newsletter Inc     2.11%  11.50%   11.83%   13.37%   7.07%    5.96%
LS CG              1.11%   7.28%    6.93%    9.29%   5.63%    5.16%
                  
madsinger          1.02%   5.44%    8.02%   12.54%      
madsinger PP       1.40%               
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Re: madsinger monthly report (November 2014)

Post by madsinger »

US large caps continue to shine. Internationals were mixed Europe up over +2%, Pacific down about -2%, EM down -1%.

REITs still soaring, up over +27% YTD.

My madsinger Permanent Portfolio was looking good until gold dropped about -4% on the last day of the month. But...it was up +4% on the first day of December!

Those managers at Wellington continue to put the rest of us to shame...

Wishing you all a good December!

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

Post by cfs »

Thanks.

Thanks Brad for the monthly report, my imperfect SWAN or sleep well at night portfolio had a good November, now let's break even in December and call it a productive year. Merry Christmas to everyone.
~ Member of the Active Retired Force since 2014 ~
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Re: madsinger monthly report (November 2014)

Post by investor »

Thanks Brad... no need to again state my praise for Wellington

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Re: madsinger monthly report (November 2014)

Post by LadyGeek »

Madsinger's November report is now in the wiki: Madsinger monthly reports

The wiki is a collaborative effort. Click on the View history tab (top-right corner) if you want to know who updated the page (wasn't me).
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 (November 2014)

Post by bengal22 »

Great to see this report on a WIKI page. I think it is important to benchmark our portfolio because it helps us understand the importance of Asset Allocation. Great Job.
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley
holmesge
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Re: madsinger monthly report (November 2014)

Post by holmesge »

Madsinger,

Would like to know more about the portfolios for those listed as "Newsletter " CG , Inc , etc. Is there a reference for the asset allocations for these Newsletter portfolios that you could share?

helps to understand the range of possibilities

thanks for all of the great work compiling the performance of these portfolios
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Re: madsinger monthly report (November 2014)

Post by investor »

Newsletter portfolios are from "The Independent Adviser for Vanguard Investors", by Daniel Wiener. A subscription based newsletter.

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jmndu99
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Re: madsinger monthly report (November 2014)

Post by jmndu99 »

Madsinger,

Thanks once again for the report, always look forward to it

J
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Re: madsinger monthly report (November 2014)

Post by holmesge »

Investor,

Many thanks for the quick reply
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Re: madsinger monthly report (November 2014)

Post by investor »

holmesge:
you are welcome. That newsletter is hated by many on this forum as he uses low cost active funds for three of his four portfolios. I have been a subscriber for many years as I have also monitored this forum for many years. I march to my own tune using mostly Wellington. The newsletter hosts an excellent forum.

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