madsinger monthly report (November 2018)

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madsinger
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madsinger monthly report (November 2018)

Post by madsinger »

Here is a big fat collection of portfolios, with their November 2018 returns, 2018 YTD return, and annualized returns since 1999, 2008, 2013 and 2015 (19 years 11 months, 10 years 11 months, 5 years 11 months, 3 years 11 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
                  Nov     YTD     since   since   since   since
                  2018    2018    2015    2013    2008    1999
VFINX             2.02%   4.96%   9.87%  13.98%   8.12%   6.04%
Sheltered Sam     2.51%  -0.91%   7.06%  10.26%   6.16%   7.57%
Hot Hands         2.44%  -6.23%   0.96%   7.71%   2.59%   9.84%
                  
Newsletter G      3.61%   3.40%   9.10%  13.30%   7.63%   9.63%
Newsletter G-IND  3.11%   2.90%   8.61%  12.40%   7.31%   7.00%
s&d               1.90%  -2.52%   5.43%   7.94%   5.57%   7.14%
3 fund            1.54%  -1.18%   6.13%   8.46%   5.48%   5.87%
LS G              1.48%  -1.28%   6.08%   8.68%   5.13%   5.37%

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Newsletter CG     2.78%   3.70%   8.46%  12.08%   7.34%   8.14%
Wellington        2.02%   1.53%   6.80%   9.38%   7.00%   7.45%
STAR              1.29%  -0.64%   5.88%   8.06%   6.03%   6.60%
coffeehouse       1.81%  -0.56%   4.75%   7.15%   6.01%   6.83%
LS MG             1.26%  -1.08%   5.04%   7.01%   4.85%   5.26%
                  
Newsletter Inc    2.78%   3.60%   7.27%   9.76%   6.99%   6.17%
Wellesley         1.62%  -0.50%   4.76%   6.05%   6.44%   6.57%
LS CG             0.98%  -0.96%   3.90%   5.27%   4.26%   4.88%
                  
madsinger         1.21%  -2.28%   4.29%   6.67%   4.95%   
madsinger PP      1.08%  -1.66%   2.98%         
Last edited by madsinger on Fri Dec 28, 2018 11:20 pm, edited 2 times in total.
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ReformedSpender
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Re: madsinger monthly report (November 2018)

Post by ReformedSpender »

Thank you Madsinger

:beer
Market history shows that when there's economic blue sky, future returns are low, and when the economy is on the skids, future returns are high. The best fishing is done in the most stormy waters.
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Re: madsinger monthly report (November 2018)

Post by madsinger »

November had a lot of bouncing around, but in the end, it was basically an up month. International stocks are down -10% for more for the year, long bonds are negative, and US stocks (as of November 30) are up near 5% YTD for large caps, but hovering around flat for small caps. The beginning of December has been hard on stocks all around.

For the first time all year, all four components of the madsinger permanent portfolio had a positive month:

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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%
September 0.52%   -2.74%    0.11%  -0.61%  -0.68%
October  -6.88%   -2.78%    0.12%   2.10%  -1.89%
November  2.03%    1.76%    0.16%   0.34%   1.05%
               
YTD       5.13%   -6.62%    1.26%  -6.10%  -1.66%
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Re: madsinger monthly report (November 2018)

Post by Peculiar_Investor »

Added to the wiki Madsinger monthly reports.
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Re: madsinger monthly report (November 2018)

Post by Portfolio7 »

Madsinger, thanks. It helps to see everyone else is going through the same tribulations, even if it is pretty modest.
"An investment in knowledge pays the best interest" - Benjamin Franklin
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Re: madsinger monthly report (November 2018)

Post by madsinger »

Finally updated with the November newsletter returns.
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Re: madsinger monthly report (November 2018)

Post by whodidntante »

December might be fun.
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Re: madsinger monthly report (November 2018)

Post by madsinger »

whodidntante wrote: Fri Dec 28, 2018 10:30 pm December might be fun.
Yes...and that is why I wanted to make sure I had "good" November numbers!

-Brad.
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