madsinger monthly report (May 2015)

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madsinger
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madsinger monthly report (May 2015)

Post by madsinger »

Here is a big fat collection of portfolios, with their May 2015 returns, 2015 YTD return, and annualized returns since 1999, 2005, 2010 and 2012 (16 years 5 months, 10 years 5 months, 5 years 5 months, 3 years 5 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
                   May     YTD      since    since   since   since
                   2015    2015     2012     2010    2005    1999
Hot Hands          1.32%   2.59%   17.61%   14.26%   7.66%  11.98%
Sheltered Sam      0.51%   3.81%   15.68%   12.37%   7.59%   7.73%
VFINX              1.28%   3.17%   18.63%   14.69%   7.56%   5.19%
                  
Newsletter G       1.83%   5.70%   18.73%   13.93%   8.92%   9.88%
Newsletter G-IND   1.45%   4.90%   17.62%   14.29%   8.69%   6.75%
s&d                0.25%   4.03%   13.14%   10.58%   7.26%   7.62%
3 fund             0.30%   4.45%   13.26%   10.18%   7.05%   5.94%
LS G               0.44%   4.17%   13.64%   10.77%   6.37%   5.32%

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Newsletter CG      1.55%   5.00%   16.93%   12.91%   8.16%   8.17%
Wellington         0.32%   2.28%   12.89%   10.80%   7.87%   7.55%
coffeehouse        0.27%   2.35%   11.19%   10.07%   7.01%   7.31%
STAR               0.36%   3.82%   12.47%   10.07%   6.93%   6.84%
LS MG              0.20%   3.32%   10.86%    9.26%   6.01%   5.38%
                  
Wellesley         -0.16%   1.62%    8.46%    9.08%   7.07%   6.93%
Newsletter Inc     0.88%   3.50%   13.05%   11.20%   6.90%   5.97%
LS CG              0.00%   2.50%    8.12%    7.46%   5.34%   5.14%
                  
madsinger          0.16%   2.30%   10.79%    9.42%   6.72%   
madsinger PP       0.00%   0.71%            
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madsinger
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Re: madsinger monthly report (May 2015)

Post by madsinger »

Not so many "big movers" in May. For the year, International stocks and small caps are doing quite well. Bonds closer to zero (longer bonds negative, shorter positive) and REITs the only class down over -1% (at -1.8%).

Monthly results for the madsinger permanent portfolio:

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          STOCK  LONG BOND  CASH    GOLD   PORTFOLIO 
January  -3.14%    9.37%    0.08%   8.37%   3.40%
February  5.68%   -5.65%    0.08%  -5.79%  -1.43%
March    -1.61%    1.13%    0.08%  -2.22%  -0.67%
April     0.91%   -3.06%    0.08%  -0.09%  -0.50%
May       1.24%   -2.15%    0.09%   0.61%   0.00%
               
YTD       2.79%   -0.55%    0.41%  -0.10%   0.71%
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Re: madsinger monthly report (May 2015)

Post by investor »

thanks Brad.

newsletter not up yet
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livesoft
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Re: madsinger monthly report (May 2015)

Post by livesoft »

madsinger wrote:... and REITs the only class down over -1% (at -1.8%).
Although REITs are down YTD, they have had some very useful rebalancing opportunities going up almost 10% in January, then dropping in February, then going up 8% from early March lows, then dropping to early May. Somebody on the forum must've made some money in REITs so far in 2015.
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