madsinger monthly report (August 2016)

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madsinger
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madsinger monthly report (August 2016)

Post by madsinger »

Here is a big fat collection of portfolios, with their August 2016 returns, 2016 YTD return, and annualized returns since 1999, 2006, 2011 and 2013 (17 years 8 months, 10 years 8 months, 5 years 8 months, 3 years 8 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
                   Aug     YTD     since   since   since   since
                   2016    2016    2013    2011    2006    1999
VFINX              0.13%   7.72%  13.10%  12.33%   7.47%   5.14%
Sheltered Sam     -0.66%  11.07%  10.17%   9.32%   6.76%   7.40%
Hot Hands         -0.17%  -0.35%  10.73%   9.58%   5.42%  10.96%
                  
Newsletter G       0.28%   6.90%  12.70%  11.13%   7.86%   9.30%
Newsletter G-IND   0.00%   9.20%  11.95%  10.90%   7.67%   6.47%
s&d               -0.05%   7.95%   8.04%   7.69%   6.46%   7.21%
3 fund             0.31%   6.74%   7.83%   7.54%   6.20%   5.57%
LS G               0.35%   6.95%   8.25%   7.85%   5.70%   5.03%

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Wellington         0.20%   7.74%   9.10%   9.31%   7.55%   7.32%
Newsletter CG      0.28%   6.80%  11.46%  10.65%   7.40%   7.75%
coffeehouse       -0.19%   8.38%   7.73%   7.89%   6.71%   7.06%
STAR               0.61%   6.56%   7.70%   7.95%   6.29%   6.49%
LS MG              0.24%   6.89%   6.97%   6.99%   5.60%   5.16%
                  
Wellesley          0.00%   9.11%   6.86%   8.33%   7.39%   6.93%
Newsletter Inc     0.19%   6.30%   9.30%   9.50%   6.59%   5.81%
LS CG              0.10%   6.76%   5.60%   5.87%   5.17%   5.00%
                  
madsinger         -0.31%   9.93%   7.37%   6.81%   6.13%   
madsinger PP      -1.06%  11.68%
Last edited by madsinger on Fri Sep 02, 2016 9:40 am, edited 1 time in total.
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Re: madsinger monthly report (August 2016)

Post by madsinger »

By the end, a rather tame summer month. Stocks up 0-1%, bonds down a little. Gold fell a little over -3%, and the VGPMX fund fell -14% (but still up over 70% for the year). REITs fell about -3.5%.

The permanent portfolio had its worst month of the year (with both long bonds and gold dropping), but that is still only -1%. So far, it's been a rather tame positive year, but we still have four months to go!

-Brad.

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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%
May       1.75%    0.77%   0.10%  -6.09%  -0.97%
June      0.22%    6.50%   0.08%   8.87%   3.83%
July      3.65%    2.02%   0.09%   2.04%   1.98%
August    0.08%   -0.99%   0.09%  -3.23%  -1.02%
               
YTD       7.48%   17.64%   0.72%  23.17%  11.68%
investor
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Re: madsinger monthly report (August 2016)

Post by investor »

Thanks Brad,
just PM'ed you the August returns.

Wellington and Wellesley look fine, as always.

investor
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Re: madsinger monthly report (August 2016)

Post by madsinger »

investor wrote:Thanks Brad,
just PM'ed you the August returns.

Wellington and Wellesley look fine, as always.

investor
Thanks, investor. The chart has been updated.

-Brad.
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