madsinger monthly report (October 2016)

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madsinger
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madsinger monthly report (October 2016)

Post by madsinger »

Here is a big fat collection of portfolios, with their October 2016 returns, 2016 YTD return, and annualized returns since 1999, 2006, 2011 and 2013 (17 years 10 months, 10 years 10 months, 5 years 10 months, 3 years 10 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
                   Oct     YTD     since   since   since   since
                   2016    2016    2013    2011    2006    1999
VFINX             -1.84%   5.75%  12.05%  11.60%   7.17%   4.98%
Sheltered Sam     -2.48%   8.71%   9.18%   8.64%   6.44%   7.20%
Hot Hands         -3.17%  -0.77%  10.17%   9.22%   5.29%  10.83%
                  
Newsletter G      -3.45%   3.60%  11.32%  10.20%   7.42%   9.02%
Newsletter G-IND  -2.66%   6.00%  10.65%  10.01%   7.26%   6.23%
s&d               -2.36%   5.70%   7.16%   7.07%   6.15%   7.02%
3 fund            -1.79%   5.32%   7.16%   7.07%   5.97%   5.44%
LS G              -1.82%   5.55%   7.57%   7.38%   5.49%   4.90%

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Wellington        -1.16%   6.35%   8.38%   8.79%   7.30%   7.17%
Newsletter CG     -3.16%   4.10%  10.30%   9.85%   7.03%   7.52%
coffeehouse       -2.11%   6.01%   6.84%   7.25%   6.39%   6.86%
STAR              -1.82%   5.17%   7.04%   7.47%   6.07%   6.35%
LS MG             -1.59%   5.58%   6.36%   6.56%   5.39%   5.04%
                  
Wellesley         -1.22%   7.44%   6.18%   7.79%   7.12%   6.78%
Newsletter Inc    -2.35%   4.10%   8.37%   8.83%   6.28%   5.63%
LS CG             -1.44%   5.51%   5.07%   5.48%   4.97%   4.88%
                  
madsinger         -2.35%   7.66%   6.53%   6.23%   5.83%   
madsinger PP      -2.21%   9.07%            
Last edited by madsinger on Wed Nov 02, 2016 10:45 am, edited 1 time in total.
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madsinger
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Re: madsinger monthly report (October 2016)

Post by madsinger »

Not a lot of places to hide in October. US and International large caps down -1% to -2%. Small caps down -3% to -4%. Bonds lost a -0.1%. REITs were down over -5%, precious metals down over -6%. Of all of the funds I track, only the Emerging Markets fund was up, +0.6%.

Madsinger permanent portfolio:

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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%
September -0.02%  -1.31%     0.08%   0.71%   -0.11%
October   -1.84%  -4.22%     0.09%  -2.92%   -2.17%
               
YTD        5.49%  11.40%     0.90%  20.43%    9.07%
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Re: madsinger monthly report (October 2016)

Post by midareff »

On the bright side, a few more days like the last six will give us a re-balancing opportunity.
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Re: madsinger monthly report (October 2016)

Post by investor »

Thanks Brad... you have a PM

Wellington and Welelsley still holding true.

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