madginger monthly report (November 2019)

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madsinger
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madginger monthly report (November 2019)

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Here is a big fat collection of portfolios, with their November 2019 returns, 2019 YTD return, and annualized returns since 1999, 2009, 2014, and 2016 (20 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 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
                  Nov      YTD     since   since   since   since
                  2019     2019    2016    2014    2009    1999
VFINX             3.63%   27.61%  13.77%  11.51%  14.35%   6.50%
Sheltered Sam     2.15%   21.89%  10.86%   8.21%  12.00%   7.75%
Hot Hands         5.12%   30.15%   5.79%   4.63%  10.84%  10.36%
                  
Newsletter G      3.77%   23.80%  12.01%   9.96%  13.73%   9.77%
Newsletter G-IND  2.93%   23.10%  11.90%   9.49%  13.66%   7.23%
LS G              2.16%   19.91%   9.79%   7.42%  10.50%   5.73%
3 fund            2.28%   20.31%   9.87%   7.29%  10.34%   6.22%
s&d               1.66%   18.99%   8.76%   6.78%  10.20%   7.35%

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Newsletter CG     3.08%   20.50%  11.25%   9.41%  12.58%   8.31%
Wellington        1.67%   20.08%  10.47%   8.53%  10.85%   7.76%
STAR              2.47%   19.68%   9.53%   7.46%  10.19%   6.94%
coffeehouse       1.37%   17.40%   8.04%   6.68%   9.33%   7.07%
LS MG             1.60%   17.11%   8.42%   6.62%   9.02%   5.60%
                  
Newsletter Inc    2.30%   20.20%  10.14%   8.86%  10.97%   6.49%
Wellesley         0.62%   15.08%   7.65%   6.62%   8.64%   6.85%
LS CG             1.01%   14.27%   6.99%   5.74%   7.46%   5.20%
                  
madsinger         0.81%   16.12%   8.14%   5.84%   9.41%   
madsinger PP      0.09%   15.53%   7.70%         
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madsinger
Posts: 984
Joined: Sat Sep 29, 2007 3:26 pm

Re: madginger monthly report (November 2019)

Post by madsinger »

I did not realize that I did not post my November report last month. So, this report is one month "late". The December report will be coming out soon!

Way back in November, stocks did well, bonds were flat, and gold dropped, making the Permanent Portfolio return pretty flat. As has been pretty much the case all year, "more stock" meant "higher returns" for the portfolios.

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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%
October    2.13%   -1.07%      0.52%     2.55%     1.06%
November   3.64%    0.04%      0.01%    -3.32%     0.08%
               
YTD       27.61%   19.44%      2.64%    14.15%    15.53%
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