madsinger monthly report (November 2017)

[madsinger]

Here is a big fat collection of portfolios, with their November 2017 returns, 2017 YTD return, and annualized returns since 1999, 2007, 2012 and 2014 (18 years 11 months, 10 years 11 months, 5 years 11 months, 3 years 11 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
                  Nov     YTD     since   since   since   since
                  2017    2017    2014    2012    2007    1999
VFINX             3.06%  20.34%  11.78%  15.68%   8.05%   6.03%
Sheltered Sam     2.44%  16.72%   9.46%  13.00%   6.43%   7.96%
Hot Hands         3.15%  11.12%   3.51%  11.15%   3.63%  10.73%
                   
Newsletter G      2.88%  21.50%  10.86%  15.09%   8.17%   9.93%
Newsletter G-IND  3.01%  19.60%  10.42%  14.36%   8.04%   7.18%
3 fund            1.73%  17.97%   7.73%  10.94%   6.30%   6.19%
s&d               1.70%  15.28%   7.75%  10.74%   6.07%   7.61%
LS G              1.69%  17.82%   8.00%  11.20%   5.83%   5.67%

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Newsletter CG     2.24%  18.60%  10.10%  13.70%   7.72%   8.34%
Wellington        1.83%  13.31%   8.62%  11.08%   7.52%   7.70%
STAR              1.40%  17.06%   7.70%  10.36%   6.61%   6.94%
coffeehouse       1.58%  10.43%   7.11%   9.17%   6.24%   7.20%
LS MG             1.26%  13.90%   6.91%   9.06%   5.54%   5.55%
                  
Newsletter Inc    2.02%  16.20%   8.96%  10.97%   6.93%   6.26%
Wellesley         1.08%   9.02%   6.71%   7.69%   6.92%   6.90%
LS CG             0.86%  10.08%   5.75%   6.88%   4.92%   5.15%
                  
madsinger         1.44%  11.96%   6.19%   8.92%   5.57%   
madsinger PP      1.05%   9.37%            

[madsinger]

US stocks up over 3% for the month. Everything else was rather tame by comparison.

S&P 500 is up every single month (so far) this year. I read somewhere on the internet (so it must be true!) that if it is positive for December, it will be the first year this has happened since the 1950's.

Permanent portfolio also had a strong month with all four components positive. PP up over 9% for the year:

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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%
April     0.99%    1.56%    0.08%   1.67%   1.07%
May       1.39%    1.74%    0.09%  -0.08%   0.77%
June      0.56%    0.64%    0.09%  -2.13%  -0.21%
July      2.03%   -0.59%    0.09%   2.35%   0.97%
August    0.26%    3.28%    0.10%   4.09%   1.92%
September 2.04%   -2.26%    0.10%  -3.22%  -0.84%
October   2.29%   -0.01%    0.10%  -0.81%   0.41%
November  3.04%    0.64%    0.10%   0.33%   1.05%
               
YTD      20.00%    6.72%    1.01%  10.56%   9.37%

[Peculiar_Investor]

And now in the wiki at Madsinger monthly reports.