madsinger monthly report (November 2015)

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madsinger
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madsinger monthly report (November 2015)

Post by madsinger »

Here is a big fat collection of portfolios, with their November 2015 returns, 2015 YTD return, and annualized returns since 1999, 2005, 2010 and 2012 (16 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. 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
                  November  YTD     since   since   since    since
                    2015    2015    2012    2010    2005     1999
Hot Hands         -0.09%   1.85%   14.99%   12.84%   7.23%  11.56%
VFINX              0.29%   2.89%   15.99%   13.31%   7.18%   5.01%
Sheltered Sam     -0.16%  -0.96%   12.19%   10.39%   6.77%   7.20%
                  
Newsletter G       0.59%   3.10%   15.42%   12.21%   8.24%   9.41%
Newsletter G-IND   0.59%   1.90%   14.35%   12.46%   7.99%   6.36%
s&d               -0.06%   0.33%   10.35%    8.98%   6.56%   7.16%
3 fund            -0.17%   0.62%   10.42%    8.59%   6.35%   5.53%
LS G              -0.18%   0.56%   10.80%    9.16%   5.73%   4.94%

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Newsletter CG      0.49%   2.70%   13.98%   11.34%   7.56%   7.78%
Wellington         0.05%   1.45%   10.92%    9.70%   7.42%   7.27%
coffeehouse        0.08%   0.42%    9.17%    8.83%   6.49%   6.96%
STAR               0.13%   1.41%   10.13%    8.75%   6.38%   6.49%
LS MG             -0.16%   0.82%    8.73%    8.00%   5.49%   5.07%
                  
Wellesley          0.00%   2.08%    7.46%    8.36%   6.78%   6.75%
Newsletter Inc     0.10%   2.80%   11.10%   10.08%   6.51%   5.75%
LS CG             -0.11%   0.94%    6.63%    6.53%   4.94%   4.89%
                  
madsinger         -0.60%  -1.26%    8.37%    7.94%   6.06%   
madsinger PP      -1.71%  -2.00%            
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Re: madsinger monthly report (November 2015)

Post by madsinger »

A few days late...I was out of town this week.

Gold got crunched in November, so the madsinger portfolios got hit accordingly.

Here's the returns for the 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%
June      -1.97%  -3.72%    0.08%   -1.48%  -1.74%
July       2.04%   4.22%    0.09%   -6.70%   0.01%
August    -6.07%  -0.71%    0.09%    3.78%  -1.13%
September -2.52%   1.92%    0.08%   -1.82%  -0.66%
October    8.60%  -0.51%    0.09%    1.88%   2.60%
November   0.27%  -0.80%    0.08%   -6.72%  -1.71%

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YTD        1.97%  -0.40%    0.93%  -11.41%  -2.00%
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Re: madsinger monthly report (November 2015)

Post by investor »

thanks Brad

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Levett
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Re: madsinger monthly report (November 2015)

Post by Levett »

Thanks from me, as well.

There are some amazing back stories to some of the performance data.

Lev
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Re: madsinger monthly report (November 2015)

Post by cinghiale »

Brad,
Thanks again for compiling this information and for posting it. As a long time Wellesley Income holder, I appreciate seeing how my cornerstone fund fares against lots of other allocation strategies within a menu of active and passive plans. It's an excellent "page at a glance" review. Much appreciated!
"We don't see things as they are; we see them as we are." Anais Nin | | "Sometimes the first duty of intelligent men is the restatement of the obvious." George Orwell
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Re: madsinger monthly report (November 2015)

Post by cfs »

A most read.

Brad's monthly report is a most read on this side of the keyboard. I check my boring SWAN monthly to see how she is doing against the expert portfolios (of course I don't have a chance but I check anyway).

Wishing everyone a productive 2016.
~ Member of the Active Retired Force since 2014 ~
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