madsinger monthly report (April 2018)

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madsinger
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madsinger monthly report (April 2018)

Post by madsinger »

Here is a big fat collection of portfolios, with their April 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 years 4 months, 10 years 4 months, 5 years 4 months, 3 years 4 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
                   Apr     YTD     since   since   since   since
                   2018    2018    2015    2013    2008    1999
VFINX              0.37%  -0.42%   9.95%  14.49%   8.05%   5.94%
Sheltered Sam      0.69%  -1.48%   8.16%  11.32%   6.46%   7.77%
Hot Hands         -0.26%   3.13%   4.06%  10.55%   3.69%  10.69%
                  
Newsletter G      -0.40%   0.00%   9.67%  14.14%   7.73%   9.75%
Newsletter G-IND  -0.30%  -0.30%   9.15%  13.18%   7.41%   7.04%
s&d                0.28%  -1.47%   6.75%   9.06%   6.01%   7.42%
3 fund             0.27%  -0.48%   7.47%   9.57%   5.87%   6.10%
LS G               0.32%  -0.24%   7.52%   9.89%   5.53%   5.59%

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Newsletter CG     -0.40%  -0.20%   8.75%  12.67%   7.37%   8.18%
Wellington         0.30%  -1.61%   7.02%   9.81%   7.09%   7.51%
STAR              -0.07%  -0.26%   7.07%   9.06%   6.42%   6.83%
coffeehouse       -0.02%  -2.03%   5.14%   7.66%   6.20%   6.96%
LS MG              0.11%  -0.48%   6.13%   7.93%   5.19%   5.45%
                  
Newsletter Inc    -0.20%  -0.70%   7.23%  10.00%   6.96%   6.13%
Wellesley         -0.49%  -2.94%   4.83%   6.24%   6.56%   6.63%
LS CG             -0.11%  -0.76%   4.66%   5.90%   4.52%   5.04%
                  
madsinger          0.00%  -0.93%   5.49%   7.71%   5.37%   
madsinger PP      -0.60%  -1.16%   3.67%         
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madsinger
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Re: madsinger monthly report (April 2018)

Post by madsinger »

By the end of the month, portfolios were all within about 0.5% of where they started. Stocks were generally slightly positive, total bond was down -0.8%, and the portfolios basically tracked these numbers.

In the PP world, long bonds dropped about -2% for the month and gold down a bit.

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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%
April     0.37%   -2.00%     0.10%  -0.86%   -0.61%
               
YTD      -0.44%   -5.36%     0.40%   0.88%   -1.16%
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whodidntante
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Re: madsinger monthly report (April 2018)

Post by whodidntante »

I get a secret thrill each time Wellesley gets thumped, due to the near mystical powers that some posters attribute to the fund. :twisted:
MariaT
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Re: madsinger monthly report (April 2018)

Post by MariaT »

Thanks, as always, Brad.

All the Best.
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cfs
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Re: madsinger monthly report (April 2018)

Post by cfs »

Thank you Mister Brad for all you do. Your hard work is appreciated. Good luck y gracias por leer / cfs
~ Member of the Active Retired Force since 2014 ~
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