madsinger monthly report (January 2017)

[madsinger]

Here is a big fat collection of portfolios, with their January 2017 returns, 2017 YTD return, and annualized returns since 1999, 2007, 2012 and 2014 (18 years 1 month, 10 years 1 month, 5 years 1 month, 3 years 1 month). 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
                   Jan     YTD     since   since   since   since
                   2017    2017    2014    2012    2007    1999
VFINX              1.88%   1.88%   9.13%  14.66%   6.97%   5.34%
Sheltered Sam      2.03%   2.03%   7.38%  12.28%   5.56%   7.53%
Hot Hands          0.66%   0.66%   1.19%  10.92%   2.92%  10.65%
                  
Newsletter G       2.70%   2.70%   7.94%  13.94%   7.08%   9.39%
Newsletter G-IND   2.20%   2.20%   7.77%  13.34%   7.05%   6.59%
3 fund             2.17%   2.17%   4.92%   9.70%   5.32%   5.64%
s&d                1.71%   1.71%   5.58%   9.87%   5.28%   7.23%
LS G               2.15%   2.15%   5.29%  10.02%   4.84%   5.10%

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Wellington         0.92%   0.92%   6.97%  10.46%   6.93%   7.38%
Newsletter CG      2.40%   2.40%   7.74%  12.82%   6.81%   7.86%
coffeehouse        0.97%   0.97%   6.00%   8.82%   5.83%   7.01%
STAR               2.11%   2.11%   5.11%   9.19%   5.73%   6.46%
LS MG              1.61%   1.61%   4.90%   8.16%   4.82%   5.14%
                  
Wellesley          0.27%   0.27%   5.69%   7.22%   6.63%   6.73%
Newsletter Inc     1.90%   1.90%   6.87%  10.00%   6.13%   5.79%
LS CG              1.46%   1.46%   4.56%   6.33%   4.49%   4.92%
                  
madsinger          1.69%   1.69%   4.61%   8.38%   5.04%   
madsinger PP       1.93%   1.93%            

[madsinger]

Pretty much a positive month all around for the portfolios. Bonds, US stocks up. Int'l stocks up smartly (in the 4% to 5% range). Gold had a strong month (up over 5%). The permanent portfolio gained in all four classes (see below). A nice investing start to 2017.

-Brad.

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         STOCK  LONG BOND   CASH     GOLD   PORTFOLIO 
January  1.85%    0.65%     0.08%    5.32%    1.93%

[Peculiar_Investor]

Report has been added to the wiki.

[investor]

thanks Brad.... bonds dragging Wellington as expected.

investor

[pennstater2005]

Thanks Brad.