madsinger monthly report (September 2019)

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madsinger
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madsinger monthly report (September 2019)

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Here is a big fat collection of portfolios, with their September 2019 returns, 2019 YTD return, and annualized returns since 1999, 2009, 2014, and 2016 (20 years 9 months, 10 years 9 months, 5 years 9 months, 3 years 9 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
                  Sep     YTD     since   since   since   since
                  2019    2019    2016    2014    2009    1999
VFINX             1.87%  20.54%  12.44%  10.56%  13.90%   6.19%
Sheltered Sam     2.60%  16.80%   9.59%   7.29%  11.58%   7.49%
Hot Hands        -1.22%  20.74%   4.39%   3.69%  10.45%  10.15%
                  
Newsletter G-IND  1.72%  18.00%  10.95%   8.78%  13.37%   7.01%
Newsletter G      1.30%  16.60%  10.66%   9.01%  13.30%   9.50%
LS G              1.57%  15.00%   8.77%   6.67%  10.17%   5.50%
3 fund            1.55%  15.17%   8.81%   6.51%   9.99%   5.99%
s&d               1.94%  14.79%   7.75%   6.05%   9.89%   7.15%

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Newsletter CG     0.88%  14.50%  10.25%   8.69%  12.26%   8.10%
Wellington        1.63%  16.46%   9.81%   8.03%  10.63%   7.62%
STAR              0.90%  14.54%   8.63%   6.81%   9.89%   6.76%
coffeehouse       1.30%  14.35%   7.45%   6.25%   9.16%   6.95%
LS MG             1.05%  13.52%   7.79%   6.14%   8.82%   5.45%
                  
Newsletter Inc    0.43%  15.90%   9.65%   8.49%  10.81%   6.36%
Wellesley         0.59%  13.66%   7.66%   6.58%   8.67%   6.84%
LS CG             0.51%  11.99%   6.74%   5.53%   7.39%   5.14%
                  
madsinger         0.76%  13.47%   7.81%   5.53%   9.32%   
madsinger PP     -0.93%  14.21%   8.18%         
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madsinger
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Re: madsinger monthly report (September 2019)

Post by madsinger »

Asset returns went in the opposite direction in September from August. Stocks were up, internationals over +2.5%, US growth stocks up 1-2%, US value stocks up 3-4%. Bonds went back a bit after August's strong gains. The permanent portfolio had its first "down" month of the year, due to rather large drops in long bonds and gold, but that is after their outsized positive returns in August. All in all, a somewhat calmer month in September than August. I think this indicates that October should be a very boring month. (OR NOT!)

-Brad.

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          STOCK  LONG BOND  CASH/SB   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%    8.15%    4.01%
July      1.40%     0.29%    0.15%    0.15%    0.49%
August   -1.42%    11.30%    1.06%    7.69%    4.55%
September 1.82%    -2.56%   -0.04%   -3.16%   -1.00%
               
YTD      20.57%    20.26%    2.10%   14.91%   14.21%
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