madsinger monthly report (April 2016)

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madsinger
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madsinger monthly report (April 2016)

Post by madsinger »

Here is a big fat collection of portfolios, with their April 2016 returns, 2016 YTD return, and annualized returns since 1999, 2006, 2011 and 2013 (17 years 4 months, 10 years 4 months, 5 years 4 months, 3 years 4 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
                   April    YTD    since   since   since   since
                   2016    2016    2013    2011    2006    1999
VFINX              0.38%   1.69%  14.19%  12.05%   7.14%   4.89%
Sheltered Sam      2.08%   4.96%  10.02%   8.49%   6.24%   7.11%
Hot Hands          0.66%  -1.36%  12.79%  10.03%   5.47%  11.13%
                  
Newsletter G       1.01%   0.50%  13.32%  10.54%   7.43%   9.08%
Newsletter G-IND   0.69%   2.70%  12.52%  10.38%   7.28%   6.21%
s&d                0.97%   2.82%   8.02%   7.12%   6.12%   7.03%
3 fund             1.05%   2.07%   7.88%   7.03%   5.89%   5.37%
LS G               1.09%   2.24%   8.37%   7.35%   5.37%   4.81%

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Wellington         1.44%   3.38%   9.42%   8.93%   7.28%   7.16%
Newsletter CG      1.00%   0.90%  11.97%  10.13%   7.02%   7.53%
coffeehouse        0.68%   3.27%   7.75%   7.41%   6.42%   6.90%
STAR               1.19%   1.76%   7.63%   7.42%   5.96%   6.30%
LS MG              0.89%   2.60%   6.99%   6.55%   5.32%   4.98%
                  
Wellesley          0.91%   4.71%   6.85%   7.98%   7.18%   6.80%
Newsletter Inc     0.79%   1.70%   9.79%   9.20%   6.33%   5.64%
LS CG              0.71%   2.99%   5.52%   5.48%   4.94%   4.86%
                  
madsinger          1.25%   5.09%   7.23%   6.20%   5.79%   
madsinger PP       1.28%   7.64%            
Last edited by madsinger on Mon May 02, 2016 11:44 pm, edited 1 time in total.
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madsinger
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Re: madsinger monthly report (April 2016)

Post by madsinger »

April bounced around but ended mostly positive for the portfolios.

The "blowout number" to look at the Precious Metals and Mining fund...up almost 30% for the month and almost 70% year-to-date. Of course, this fund has been down a lot the last few years, so it's all kind of RTM. The "Sheltered Sam" portfolio has a 3% (year beginning) allocation to this fund, and as such, this 3% holding has added over 2 percentage points of return to that portfolio for the first four months of the year.

Gold itself, is up over 20% in the first four months, and has helped the "permanent portfolio" portion of my portfolio quite a bit (as seen below).

-Brad.

madsinger Permanent Portfolio returns:

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          STOCK  LONG BOND   CASH     GOLD   PORTFOLIO 
January  -4.97%    5.24%     0.09%    5.38%   1.25%
February -0.18%    3.20%     0.08%   11.22%   3.47%
March     6.72%    0.06%     0.09%   -0.92%   1.45%
April     0.37%   -0.62%     0.09%    5.05%   1.27%
               
YTD       1.61%    8.52%     0.35%   21.99%   7.64%
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Re: madsinger monthly report (April 2016)

Post by investor »

thanks Brad
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