madsinger monthly report (February 2018)

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Post Reply
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

madsinger monthly report (February 2018)

Post by madsinger »

Here is a big fat collection of portfolios, with their February 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 years 2 months, 10 years 2 months, 5 years 2 months, 3 years 2 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.

Code: Select all

                                   CAGR     CAGR    CAGR    CAGR
                   Feb     YTD     since    since   since   since
                   2018    2018    2015     2013    2008    1999
VFINX             -3.70%   1.80%  11.27%   15.48%   8.42%   6.11%
Sheltered Sam     -4.77%  -1.33%   8.66%   11.74%   6.58%   7.85%
Hot Hands         -4.15%   4.56%   4.73%   11.20%   3.90%  10.87%
                  
Newsletter G      -3.90%   1.10%  10.59%   14.87%   7.98%   9.90%
Newsletter G-IND  -4.01%   0.60%   9.96%   13.83%   7.63%   7.16%
s&d               -4.15%  -1.72%   7.03%    9.32%   6.08%   7.47%
3 fund            -3.64%   0.32%   8.15%   10.07%   6.06%   6.20%
LS G              -3.56%   0.45%   8.16%   10.38%   5.70%   5.68%

Code: Select all

Newsletter CG     -3.35%   1.00%   9.65%   13.36%   7.62%   8.32%
Wellington        -3.59%  -0.81%   7.68%   10.32%   7.29%   7.62%
STAR              -2.73%   0.71%   7.78%    9.57%   6.63%   6.94%
coffeehouse       -3.40%  -2.21%   5.35%    7.88%   6.29%   7.02%
LS MG             -2.79%   0.00%   6.63%    8.29%   5.33%   5.53%
                  
Newsletter Inc    -2.89%   0.70%   8.10%   10.64%   7.23%   6.27%
Wellesley         -2.73%  -2.19%   5.35%    6.61%   6.76%   6.74%
LS CG             -2.02%  -0.45%   5.01%    6.16%   4.63%   5.10%
                  
madsinger         -3.19%  -1.25%   5.68%    7.90%   5.43%   
madsinger PP      -2.17%  -0.72%   4.01%         
User avatar
Topic Author
madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madsinger monthly report (February 2018)

Post by madsinger »

I had to find the "negative sign" on my keyboard for the first time in a while! Obviously, all of the portfolios took losses in February, although all ended the month much higher than the lows they hit on February 8! (up some 4% since then).

This correction may have tested some of our tolerance to portfolio drops. Make sure you are allocated in a way that is consistent with your need, ability, and willingness to take risk!

No where to hide in the Permanent Portfolio this month (well...cash did well). Long bonds are finally experiencing those drops in value that everyone has been predicting for a few years now. S&P 500 stocks, gold, and cash are positive year-to-date.

Code: Select all

           STOCK  LONG BOND   CASH      GOLD    PORTFOLIO 
January    5.69%   -3.23%     0.10%     3.28%     1.48%
February  -3.72%   -2.92%     0.10%    -2.01%    -2.17%
                    
YTD        1.76%   -6.06%     0.20%     1.20%    -0.72%
User avatar
Peculiar_Investor
Posts: 1841
Joined: Thu Oct 20, 2011 12:23 am
Location: Staying home - Calgary, AB
Contact:

Re: madsinger monthly report (February 2018)

Post by Peculiar_Investor »

The wiki page, Madsinger monthly reports, has been updated.
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
Post Reply