madsinger monthly report (January 2017)

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madsinger
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madsinger monthly report (January 2017)

Post by 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%            
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madsinger
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Re: madsinger monthly report (January 2017)

Post by 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%
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Peculiar_Investor
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Re: madsinger monthly report (January 2017)

Post by Peculiar_Investor »

Report has been added to the wiki.
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
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Re: madsinger monthly report (January 2017)

Post by investor »

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

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Re: madsinger monthly report (January 2017)

Post by pennstater2005 »

Thanks Brad.
“If you think nobody cares if you're alive, try missing a couple of car payments.” – Earl Wilson
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