madsinger monthly report (June 2015)

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madsinger
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madsinger monthly report (June 2015)

Post by madsinger »

Here is a big fat collection of portfolios, with their June 2015 returns, 2015 YTD return, and annualized returns since 1999, 2005, 2010 and 2012 (16 years 6 months, 10 years 6 months, 5 years 6 months, 3 years 6 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
                    June    YTD      since    since   since   since
                    2015    2015     2012     2010    2005    1999
Hot Hands          -2.89%  -0.37%   16.18%   13.43%   7.30%  11.71%
VFINX              -1.94%   1.17%   17.49%   14.04%   7.30%   5.03%
Sheltered Sam      -2.49%   1.22%   14.45%   11.66%   7.27%   7.53%
                  
Newsletter G       -1.70%   3.90%   17.67%   13.35%   8.66%   9.71%
Newsletter G-IND   -1.62%   3.20%   16.62%   13.72%   8.45%   6.61%
s&d                -2.03%   1.92%   12.15%   10.01%   6.99%   7.45%
3 fund             -1.88%   2.49%   12.32%    9.64%   6.80%   5.79%
LS G               -1.81%   2.28%   12.70%   10.23%   6.14%   5.18%

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Newsletter CG      -1.71%   3.20%   15.92%   12.35%   7.92%   8.01%
Wellington         -1.94%   0.30%   11.93%   10.24%   7.61%   7.39%
coffeehouse        -1.77%   0.54%   10.35%    9.55%   6.77%   7.15%
STAR               -1.70%   2.06%   11.61%    9.57%   6.70%   6.70%
LS MG              -1.62%   1.65%   10.08%    8.79%   5.80%   5.25%
                  
Wellesley          -2.03%  -0.44%    7.62%    8.53%   6.80%   6.77%
Newsletter Inc     -1.93%   1.50%   12.09%   10.63%   6.65%   5.82%
LS CG              -1.48%   0.98%    7.46%    7.05%   5.15%   5.02%
                  
madsinger          -1.60%   0.66%   10.01%    8.95%   6.51%   
madsinger PP       -1.76%  -1.06%            
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Re: madsinger monthly report (June 2015)

Post by madsinger »

June was pretty much a negative all around. Not a single portfolio, nor even a fund within a portfolio was positive for the month - stocks and bond.

Alas, not a lot of defense in the permanent portfolio either.

-Brad.

Code: Select all

          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%
June     -1.97%   -3.72%    0.08%   -1.48%   -1.74%
               
YTD       0.67%   -4.21%    0.49%   -1.59%   -1.06%
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Re: madsinger monthly report (June 2015)

Post by investor »

thanks Brad.... where you get the numbers, the newsletter is not yet posted :-)

investor
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Re: madsinger monthly report (June 2015)

Post by madsinger »

investor wrote:thanks Brad.... where you get the numbers, the newsletter is not yet posted :-)

investor
I got them from the website:

http://adviseronline.investorplace.com/

lower right hand corner. I assumed that the newsletter always came out before the website was updated!

-Brad.
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Re: madsinger monthly report (June 2015)

Post by investor »

interesting...thanks Brad. Newsletter still not posted
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Re: madsinger monthly report (June 2015)

Post by LadyGeek »

June's report is now in the wiki: 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 (June 2015)

Post by gkaplan »

As of June 30, 2015, my year-to-date return is 2.72%. My annualized quarterly, one-year, three-year, five-year, and ten-year rates of return are 2.91%, 0.75%, 8.52%, 8.54%, and 6.27%, respectively.

My best performing fund year-to-date has been the Vanguard Pacific Stock Index Fund Admiral Shares, with a year-to-date return of 9.47%. My annualized quarterly, one-year, and three-year rates of return are 4.18%, 2.39%, and 11.07%, respectively.

My worst fund year-to-date has been the Vanguard Inflation-Protected Securities Fund Admiral Shares, with a year-to-date return of -0.10%. My annualized quarterly and one-year rates of return are -4.96 and -1.90%, respectively.

My overall target allocation is 60/40 Equity/Fixed Income. Specifically, my target allocations are as follows:

12.00%: Domestic Large-Cap Value
12.00%: Domestic Small-Cap Value
06.00%: Foreign Markets Large – Developed – Europe
06.00%: Foreign Markets Large – Developed – Pacific
12.00%: Foreign Markets Small – Developed and Emerging
12.00%: Foreign Markets Large – Emerging
40.00%: Fixed Income

As of June 30, 2015, my equity/fixed Income allocation is split 60/40. Specifically, my current allocations are as follows.

11.96%: Domestic Large-Cap Value (VVIAX)
11.79%: Domestic Small-Cap Value (VSIAX)
05.96%: Foreign Markets Large – Developed – Europe (VEUSX)
05.97%: Foreign Markets Large – Developed – Pacific (VPADX)
12.41%: Foreign Markets Small – Developed and Emerging (VFSVX)
12.22%: Foreign Markets Large – Emerging (VEMAX)
08.68%: Fixed Income – TIPS (VAIPX)
31.02%: Fixed Income – TSP (G Fund)

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

Submitted for your approval.
Gordon
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