madsinger monthly report (May 2018)

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madsinger
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madsinger monthly report (May 2018)

Post by madsinger »

Here is a big fat collection of portfolios, with their May 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 years 5 months, 10 years 5 months, 5 years 5 months, 3 years 5 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
                   May     YTD     since   since   since   since
                   2018    2018    2015    2013    2008    1999
VFINX              2.39%   1.96%  10.45%  14.75%   8.23%   6.04%
Sheltered Sam      1.39%  -0.33%   8.32%  11.38%   6.52%   7.80%
Hot Hands          1.10%   4.26%   4.29%  10.60%   3.77%  10.71%
                  
Newsletter G       2.80%   2.80%  10.31%  14.49%   7.95%   9.86%
Newsletter G-IND   2.51%   2.20%   9.71%  13.48%   7.60%   7.15%
s&d                1.20%  -0.29%   6.95%   9.16%   6.08%   7.45%
3 fund             0.94%   0.45%   7.57%   9.61%   5.92%   6.12%
LS G               0.83%   0.59%   7.59%   9.90%   5.57%   5.61%

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Newsletter CG      2.30%   2.10%   9.26%  12.94%   7.54%   8.27%
Wellington         0.61%  -1.01%   7.03%   9.78%   7.09%   7.51%
STAR               1.23%   0.97%   7.27%   9.16%   6.49%   6.86%
coffeehouse        1.66%  -0.40%   5.51%   7.86%   6.32%   7.02%
LS MG              0.74%   0.26%   6.21%   7.95%   5.22%   5.47%
                 
Newsletter Inc     1.41%   0.70%   7.48%  10.12%   7.05%   6.18%
Wellesley          0.65%  -2.31%   4.91%   6.27%   6.58%   6.64%
LS CG              0.67%  -0.10%   4.74%   5.94%   4.55%   5.05%
                  
madsinger          1.40%   0.46%   5.78%   7.86%   5.47%   
madsinger PP       0.80%  -0.37%   3.82%         
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madsinger
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Re: madsinger monthly report (May 2018)

Post by madsinger »

A spray of returns in May. US stocks up over +2%, US small caps up +4% to +5%. Bonds were positive as rates backed off a little from their long march upward, internationals down -1% to -3% hurt by the rising dollar. Stock heavy portfolios predictably did better than bond heavy portfolios.

The permanent portfolio had a good month with stocks and bonds doing well, but gold fell with the rising dollar. The PP is still down a little YTD:

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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%
May       2.41%    1.86%    0.12%  -1.27%    0.79%
                    
YTD       1.92%   -3.51%    0.52%  -0.40%   -0.37%
LPSpecial
Posts: 68
Joined: Fri May 11, 2007 11:20 am

Re: madsinger monthly report (May 2018)

Post by LPSpecial »

Thank you sir for this report. I look forward to it every month.

8-)
NOLA
Posts: 348
Joined: Sun Jul 10, 2011 1:23 pm

Re: madsinger monthly report (May 2018)

Post by NOLA »

Thank you sir!
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