madsinger monthly report (March 2018)

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madsinger
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madsinger monthly report (March 2018)

Post by madsinger »

Here is a big fat collection of portfolios, with their March 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 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
                   2018    2018    2015    2013    2008    1999
VFINX             -2.54%  -0.79%  10.09%  14.66%   8.08%   5.94%
Sheltered Sam     -0.84%  -2.15%   8.15%  11.37%   6.44%   7.77%
Hot Hands         -1.11%   3.40%   4.25%  10.78%   3.75%  10.76%
                  
Newsletter G      -0.69%   0.40%  10.07%  14.47%   7.84%   9.82%
Newsletter G-IND  -0.60%   0.00%   9.49%  13.47%   7.50%   7.09%
s&d               -0.04%  -1.75%   6.84%   9.15%   6.03%   7.44%
3 fund            -1.07%  -0.76%   7.58%   9.68%   5.89%   6.11%
LS G              -1.01%  -0.56%   7.61%   9.99%   5.54%   5.60%

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Newsletter CG     -0.79%   0.20%   9.12%  12.97%   7.47%   8.24%
Wellington        -1.10%  -1.90%   7.11%   9.92%   7.12%   7.52%
STAR              -0.89%  -0.19%   7.28%   9.22%   6.48%   6.86%
coffeehouse        0.20%  -2.01%   5.28%   7.79%   6.26%   7.00%
LS MG             -0.59%  -0.59%   6.26%   8.04%   5.22%   5.47%
                  
Newsletter Inc    -1.19%  -0.50%   7.48%  10.21%   7.04%   6.17%
Wellesley         -0.28%  -2.46%   5.12%   6.44%   6.67%   6.69%
LS CG             -0.20%  -0.65%   4.81%   6.02%   4.57%   5.07%
                  
madsinger          0.32%  -0.93%   5.64%   7.83%   5.42%   
madsinger PP       0.16%  -0.56%   3.96%         
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madsinger
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Re: madsinger monthly report (March 2018)

Post by madsinger »

...and, March has followed in the footsteps of February. Lots of volatility, negative returns for stocks, and most of the portfolios. There were some positive returns for the month...small caps were up about 1% and REITs (after a rough couple of months to start the year) up 3.83%. Bonds were positive for the month.

In the permanent portfolio, Long bonds were up 2.79%, return on cash is inching up with interest rate hikes, and gold was positive, resulting in a positive month for PP:

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          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%
March    -2.52%    2.79%     0.11%   0.55%    0.16%
               
YTD      -0.80%   -3.40%     0.31%   1.76%   -0.56%
April looks like more of the same....a big drop in stocks on Day 1, followed by a big gain on Day 2. Keep your seat belts on, folks!

-Brad.
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cfs
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Re: madsinger monthly report (March 2018)

Post by cfs »

Thank you Mister Brad for the report.

To all investors, good luck, y gracias por leer ~cfs~
~ Member of the Active Retired Force since 2014 ~
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