madsinger monthly report (March 2017)

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madsinger
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madsinger monthly report (March 2017)

Post by madsinger »

Here is a big fat collection of portfolios, with their March 2017 returns, 2017 YTD return, and annualized returns since 1999, 2007, 2012 and 2014 (18 years 3 months, 10 years 3 months, 5 years 3 months, 3 years 3 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
                   Mar     YTD     since   since   since   since
                   2017    2017    2014    2012    2007    1999
VFINX              0.10%   5.92%   9.99%  15.03%   7.27%   5.52%
Sheltered Sam      0.07%   4.76%   7.88%  12.44%   5.75%   7.62%
Hot Hands         -0.78%   2.72%   1.52%  10.81%   3.00%  10.62%
                  
Newsletter G       0.38%   6.10%   8.73%  14.26%   7.34%   9.52%
Newsletter G-IND   0.28%   5.50%   8.51%  13.64%   7.30%   6.73%
3 fund             0.87%   4.67%   5.72%  10.07%   5.57%   5.78%
s&d                0.47%   3.89%   6.12%  10.08%   5.45%   7.31%
LS G               0.93%   4.61%   6.08%  10.38%   5.09%   5.25%

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Wellington        -0.17%   3.61%   7.41%  10.63%   7.07%   7.45%
Newsletter CG      0.38%   5.70%   8.51%  13.15%   7.07%   7.99%
STAR               0.84%   4.27%   5.80%   9.49%   5.94%   6.57%
coffeehouse       -0.17%   2.95%   6.26%   8.90%   5.92%   7.05%
LS MG              0.69%   3.64%   5.50%   8.44%   5.01%   5.25%
                  
Wellesley         -0.04%   2.24%   6.01%   7.37%   6.72%   6.78%
Newsletter Inc     0.67%   5.10%   7.75%  10.45%   6.42%   5.95%
LS CG              0.46%   2.60%   4.83%   6.45%   4.58%   4.96%
                  
madsinger          0.23%   3.70%   5.13%   8.65%   5.20%   
madsinger PP      -0.16%   4.13%            
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madsinger
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Re: madsinger monthly report (March 2017)

Post by madsinger »

A fairly mild month of returns. International stocks had a strong month.

Permanent portfolio numbers:

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         STOCK  LONG BOND  CASH    GOLD  PORTFOLIO 
January  1.85%    0.65%    0.08%   5.32%   1.93%
February 3.92%    1.57%    0.08%   3.17%   2.16%
March    0.07%   -0.58%    0.09%  -0.25%  -0.16%
               
YTD      5.75%    2.59%    0.25%   8.94%   4.28%
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pennstater2005
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Re: madsinger monthly report (March 2017)

Post by pennstater2005 »

As always, a big thank you! This is about the only time I see how LSG is performing :P
“If you think nobody cares if you're alive, try missing a couple of car payments.” – Earl Wilson
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Re: madsinger monthly report (March 2017)

Post by investor »

Thanks Brad..

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gkaplan
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Re: madsinger monthly report (March 2017)

Post by gkaplan »

As of March 31, 2017, my year-to-date return is 4.74%. My annualized quarterly, one-year, three-year, five-year, and ten-year rates of return are 20.66%, 11.05%, 3.91%, 6.05%, and 4.63%, respectively.

My best performing fund year-to-date has been the Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX), with a year-to-date return of 10.85%. My annualized quarterly, one-year, three-year, and five-year rates of return are 51.83%, 17.41%, 3.79%, and 2.25% respectively.

My worst fund year-to-date has been the Thrift Saving Plan (TSP) G Fund Admiral Shares (VSIAX), with a year-to-date return 0.59%. My annualized quarterly, one-year, three-year, and five-year rates of return are 2.40%, 1.92%, 2.06%, and 1.95%, respectively.

My overall target allocation is 60/40 Equity/Fixed Income. Specifically, my target allocations are as follows:

10.00%: Domestic Large-Cap Value
10.00%: Domestic Small-Cap Value
06.00%: Foreign Markets Large – Developed – Europe
06.00%: Foreign Markets Large – Developed – Pacific
14.00%: Foreign Markets Small – Developed and Emerging
14.00%: Foreign Markets Large – Emerging
40.00%: Fixed Income

As of March 31, 2017, my equity/fixed Income allocation is split 60/40. Specifically, my current allocations are as follows.

09.81%: Domestic Large-Cap Value (VVIAX)
09.70%: Domestic Small-Cap Value (VSIAX)
06.21%: Foreign Markets Large – Developed – Europe (VEUSX)
06.24%: Foreign Markets Large – Developed – Pacific (VPADX)
14.64%: Foreign Markets Small – Developed and Emerging (VFSVX)
14.88%: Foreign Markets Large and Small – Emerging (VEMAX)
07.58%: Fixed Income – TIPS (VAIPX)
27.28%: Fixed Income – TSP (G Fund)
03.66%: Fixed Income – Credit Union Money Market Fund
Gordon
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