madsinger monthly report (February 2015)

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madsinger
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madsinger monthly report (February 2015)

Post by madsinger »

Here is a big fat collection of portfolios, with their February 2015 returns, 2015 YTD return, and annualized returns since 1999, 2005, 2010 and 2012 (16 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 50/6/11/33 stock/REIT/Gold/bond. The madsingerPP portfolio is the "permanent portfolio" portion of my portfolio consisting of 25% each of stock, long bond, cash, gold.

-Brad.

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                                    CAGR     CAGR    CAGR    CAGR
                   Feb     YTD      since    since   since   since
                   2015    2015     2012     2010    2005    1999
Hot Hands          4.80%   2.82%   19.21%   15.05%   7.88%  12.19%
Sheltered Sam      4.42%   3.04%   16.74%   12.85%   7.70%   7.81%
VFINX              5.73%   2.55%   20.02%   15.32%   7.69%   5.23%
                  
Newsletter G       4.96%   3.70%   19.63%   14.22%   8.94%   9.91%
Newsletter G-IND   5.17%   3.70%   18.70%   14.78%   8.79%   6.78%
s&d                3.30%   3.21%   13.97%   10.95%   7.36%   7.69%
3 fund             4.27%   3.35%   14.00%   10.47%   7.12%   5.97%
LS G               4.32%   3.19%   14.45%   11.12%   6.44%   5.35%

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Newsletter CG      4.66%   3.40%   17.81%   13.24%   8.21%   8.20%
Wellington         3.27%   1.84%   13.82%   11.26%   8.03%   7.65%
coffeehouse        1.90%   2.27%   12.10%   10.56%   7.18%   7.42%
STAR               3.47%   3.05%   13.25%   10.42%   7.03%   6.90%
LS MG              2.96%   2.70%   11.55%    9.60%   6.10%   5.43%
                  
Wellesley          0.82%   1.37%    9.07%    9.48%   7.22%   7.03%
Newsletter Inc     3.22%   2.70%   13.87%   11.60%   7.00%   6.02%
LS CG              1.62%   2.17%    8.68%    7.77%   5.44%   5.20%
                  
madsinger          1.29%   2.34%   11.71%    9.91%   6.90%   
madsinger PP      -1.44%   1.91%            
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madsinger
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Re: madsinger monthly report (February 2015)

Post by madsinger »

Stocks had a big positive month in February. Bonds and gold were down. The portfolios all behaved accordingly.

The portions of the Permanent Portfolio all flipped from last month:

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           STOCK   BOND    CASH    GOLD    Total
January   -3.14%   9.37%   0.08%   8.37%   3.40%
February   5.68%  -5.65%   0.08%  -5.79%  -1.43%

YTD        2.23%   3.57%   0.16%   1.69%   1.91%
gkaplan
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Re: madsinger monthly report (February 2015)

Post by gkaplan »

See you next month, Brad.
Gordon
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Re: madsinger monthly report (February 2015)

Post by investor »

Thanks Brad,
I see Wellington is lagging Balanced Index...

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madsinger
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Re: madsinger monthly report (February 2015)

Post by madsinger »

feeling smug that I have my "permanent portfolio" on days when stocks get thrown for a loop.

S&P 500 down -1.41% today.

....and....

Long bonds down -2.14%

and gold... down -2.76%

d'oh!

-Brad.
ShiftF5
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Re: madsinger monthly report (February 2015)

Post by ShiftF5 »

Those are interesting numbers for reference.

Thank you for your work.
holmesge
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Re: madsinger monthly report (February 2015)

Post by holmesge »

Thanks for continuing this great work.

Does anyone have standard deviation data for the Newsletter portfolios ?
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