madsinger monthly report (June 2019)

[madsinger]

Here is a big fat collection of portfolios, with their June 2019 returns, 2019 YTD return, and annualized returns since 1999, 2009, 2014, and 2016 (20 years 6 months, 10 years 6 months, 5 years 6 months, 3 years 6 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 VFIAX, VVIAX, VSMAX, VSIAX, VGSLX, 25 VTIAX, 5 VINEX, 20 VTABX. 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% VFIAX, 25% VVIAX, 5% VSMAX, 15% VSIAX, 10% VGSLX, 3% IAU, 5% each VEUSX, VPADX, VEMAX, 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
                  June    YTD     since   since   since   since
                  2019    2019    2016    2014    2009    1999
VFINX             7.04%  18.53%  13.12%  10.93%  14.16%   6.25%
Sheltered Sam     6.20%  15.72%  10.58%   7.84%  11.95%   7.64%
Hot Hands         7.37%  22.79%   4.74%   3.89%  10.67%  10.26%
                  
Newsletter G-IND  6.65%  17.00%  11.77%   9.23%  13.69%   7.11%
Newsletter G      6.99%  16.30%  11.53%   9.50%  13.64%   9.64%
LS G              5.45%  14.36%   9.52%   7.08%  10.44%   5.60%
3 fund            5.54%  14.58%   9.57%   6.92%  10.26%   6.09%
s&d               4.97%  13.96%   8.51%   6.47%  10.18%   7.28%

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Newsletter CG     5.66%  13.90%  10.87%   9.03%  12.51%   8.19%
Wellington        4.38%  12.87%   9.83%   7.98%  10.65%   7.60%
STAR              5.06%  13.56%   9.08%   7.03%  10.06%   6.82%
coffeehouse       4.06%  12.57%   7.74%   6.39%   9.28%   6.99%
LS MG             4.39%  12.26%   8.15%   6.32%   8.96%   5.50%
                  
Newsletter Inc    4.77%  14.20%   9.80%   8.55%  10.88%   6.36%
Wellesley         3.18%  10.62%   7.38%   6.37%   8.59%   6.79%
LS CG             3.36%  10.17%   6.73%   5.48%   7.39%   5.13%
                  
madsinger         4.44%  11.30%   7.84%   5.48%   9.36%   
madsinger PP      4.02%   9.77%   7.08%         

[madsinger]

June is busting out all over! US stocks up about +7%, international stocks up +5% to +6%, Bonds up about +1%, Gold up almost +8%. For the first six months of the year, US stocks up +15% to +19%, international stocks up +10% to +15%, long bonds up over +10%, gold up about +10%. It's hard to find any of the major asset classes doing poorly now.

Just make sure your portfolio is set up well for you if things start heading down!

Permanent portfolio up almost 10% for a half year, which is kinda crazy for this portfolio.

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         STOCK  LONG BOND  CASH    GOLD   PORTFOLIO 
January  7.97%    0.42%    0.13%   2.85%   2.71%
February 3.21%   -1.21%    0.16%  -0.47%   0.40%
March    1.91%    5.44%    0.14%  -1.59%   1.40%
April    4.02%   -1.89%    0.14%  -0.73%   0.37%
May     -6.36%    6.66%    0.18%   1.79%   0.56%
June     7.00%    1.02%    0.14%   8.11%   4.00%
               
YTD     18.46%   10.58%    0.89%   9.98%   9.77%