madsinger monthly report

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madsinger
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madsinger monthly report

Post by madsinger »

Here is a big fat collection of portfolios, with their August 2008 returns, 2008 YTD return, and annualized returns since 1999, 2001, 2003 and 2005 (9 years 8 months, 7 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 Total Return since 2001. 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.

New for 2008, I've added the "Hot Hands" fund, and the Newsletter "Growth Index" portfolio. I've also rearranged the columns so the far right is the "longest" time period, and the far left is the shortest.

The madsinger portfolio, my real-money portfolio (slice-n-dice, approximately 66/5/3/26 stock/REIT/PM/bond) is included at the end.

-Brad.

Code: Select all

                                   CAGR    CAGR   CAGR   CAGR
                   Aug     YTD     since   since  since  since
                   2008    2008    2005    2003   2001   1999
Hot Hands        -1.08%  -18.85%   8.30%  17.98% 13.37% 15.35%
Sheltered Sam     0.30%  -10.29%   6.50%  13.41%  6.90%  7.42%
VFINX             1.45%  -11.43%   3.41%   8.76%  1.28%  2.02%
      
s&d               0.06%   -8.24%   6.17%  12.30%  6.88%  7.46%
Newsletter G-IND -0.34%  -11.60%   7.06%  11.94%  5.76%  4.81%
Newsletter G     -0.23%  -11.70%   6.99%  12.57%  5.48%  9.81%
3 fund           -0.52%  -10.31%   5.82%  10.86%  4.49%  4.72%
LS G              0.46%  -10.57%   4.93%  10.11%  3.73%  4.06%

coffeehouse       1.09%   -4.12%   5.16%   9.78%  6.60%  6.84%
Wellington        0.74%   -6.08%   6.27%   9.56%  6.56%  6.72%
STAR              0.22%   -7.46%   4.69%   8.89%  5.13%  5.92%
newsletter CG     0.00%   -9.80%   5.91%  10.90%  4.97%  7.32%
LS MG             0.57%   -7.80%   4.75%   8.70%  4.23%  4.47%
      
Wellesley         0.78%   -3.62%   4.43%   5.88%  5.92%  5.84%
newsletter Inc    0.43%   -5.50%   3.94%   7.26%  4.53%  4.21%
LS CG             0.64%   -5.12%   4.45%   7.12%  4.45%  4.66%
      
madsinger         0.57%   -6.16%   6.44%   
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madsinger
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Post by madsinger »

By the end of August...(it was a wild ride...), US stocks and bonds ended up with decent returns. US stocks ranged from 1.45% (S&P 500) up to 3.86% (small value). Bonds up .7% to .8%. International stocks got crunched (rising dollar?) with Total Int'l down over 5% for the month, EM closer to 8% down. Precious Metals down almost 8% as well.

The madsinger portfolio was nicely positive, and I'm happy with my YTD returns (relatively speaking...). Coffeehouse was helped out by its relatively small exposure to Foreign (the winning portfolio for the month, outside of the all US S&P 500).

Hot hands got a little too hot again. Also, the adviser shows a +0.2% gain for the month for growth, but I see a -0.2% drop. Any confirmation out there?

I hope you are all sleeping soundly during this volatile market!

-Brad.
Last edited by madsinger on Tue Sep 02, 2008 2:42 pm, edited 1 time in total.
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paulob
Posts: 1408
Joined: Tue Feb 20, 2007 7:54 am

Post by paulob »

I'm still trailing the pack YTD:

IRA down (18.2%)


My 401-k is down (8.2%) YTD, not bad, just wish my IRA loss was about half of what it is.
Paul
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Joined: Mon Feb 19, 2007 10:50 pm

Post by investor »

THANKS BRAD
cdelena
Posts: 288
Joined: Sat Oct 06, 2007 3:22 pm

Post by cdelena »

Thanks for the update.

My overweight in International and commodity exposure has hurt a little this year so I am -9.01% YTD.
Jack_R2
Posts: 37
Joined: Tue Sep 02, 2008 11:52 pm

Post by Jack_R2 »

Brad, I always enjoy checking out your monthly post. It let's me know where I am relative to other portfolio's. I'm down 11.7% YTD for total portfolio. Keep up the good work.
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