madsinger monthly report (August 2018)

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madsinger
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madsinger monthly report (August 2018)

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Here is a big fat collection of portfolios, with their August 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 years 8 months, 10 years 8 months, 5 years 8 months, 3 years 8 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
                  Aug     YTD     since   since   since   since
                  2018    2018    2015    2013    2008    1999
VFINX             3.25%   9.84%  11.96%  15.57%   8.78%   6.36%
Sheltered Sam     1.22%   3.98%   8.98%  11.68%   6.79%   7.93%
Hot Hands        -1.58%   3.96%   3.91%  10.05%   3.65%  10.55%
                  
Newsletter G      2.55%   8.70%  11.26%  14.93%   8.33%  10.04%
Newsletter G-IND  2.85%   8.20%  10.73%  13.99%   7.99%   7.36%
s&d               0.99%   2.66%   7.31%   9.30%   6.22%   7.52%
3 fund            1.26%   3.93%   8.04%   9.82%   6.12%   6.22%
LS G              1.02%   3.75%   7.96%  10.04%   5.74%   5.71%

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Newsletter CG     2.18%   7.60%  10.17%  13.38%   7.89%   8.45%
Wellington        1.14%   3.33%   7.79%  10.16%   7.35%   7.64%
STAR              1.16%   4.21%   7.69%   9.34%   6.65%   6.95%
coffeehouse       1.49%   3.13%   6.13%   8.17%   6.52%   7.12%
LS MG             0.83%   2.75%   6.49%   8.05%   5.34%   5.53%
                  
Newsletter Inc    1.82%   6.10%   8.49%  10.67%   7.40%   6.38%
Wellesley         0.56%   0.41%   5.36%   6.50%   6.69%   6.70%
LS CG             0.65%   1.72%   4.93%   6.01%   4.62%   5.08%
                  
madsinger         0.89%   2.17%   5.87%   7.82%   5.51%   
madsinger PP      0.69%  -0.11%   3.63%         
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madsinger
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Re: madsinger monthly report (August 2018)

Post by madsinger »

US Stocks continue their steady rise up in August, S&P 500 fund up 3.25%. Internationals fell a bit down -2.2% --- over 13% difference YTD between US and International. Gold fell another -2%, but the Vanguard PM fund fell almost -12% for the month! Gold itself down for the fifth straight month.

The permanent portfolio was up in August, and is almost back to even for the year (small goals...)

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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%
June      0.58%    0.63%     0.08%  -3.53%  -0.52%
July      3.66%   -1.30%     0.10%  -2.30%   0.10%
August    3.26%    1.25%     0.16%  -2.04%   0.66%
               
YTD       9.58%   -2.88%     0.86%  -8.16%  -0.11%
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