madsinger monthly report (April 2020)

[madsinger]

Here is a big fat collection of portfolios, with their April 2020 returns, 2020 YTD return, and annualized returns since 1999, 2010, 2015, and 2017 (21 years 4 months, 10 years 4 months, 5 years 4 months, 3 years 4 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
                   Apr      YTD     since   since   since   since
                   2020     2020    2017    2015    2010    1999
VFINX             12.81%   -9.31%  10.26%   8.80%  11.89%   6.03%
Hot Hands         15.13%   -0.69%   7.98%   4.75%   9.57%  10.24%
Sheltered Sam     10.61%  -16.58%   3.52%   4.28%   8.24%   6.83%
                  
Newsletter G-IND  11.90%  -11.60%   7.18%   6.57%  10.32%   6.60%
Newsletter G      10.57%  -12.10%   7.89%   6.96%  10.26%   9.06%
LS G               9.24%   -9.99%   6.41%   5.30%   7.93%   5.22%
3 fund             8.95%   -9.65%   6.68%   5.45%   7.68%   5.72%
s&d                8.30%  -13.58%   3.53%   3.71%   7.01%   6.59%

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Newsletter CG      8.58%   -8.90%   8.00%   6.98%   9.83%   7.79%
Wellington         8.01%   -6.92%   7.27%   6.56%   8.81%   7.34%
STAR               8.75%   -5.41%   8.06%   6.19%   8.08%   6.63%
coffeehouse        6.65%   -8.80%   4.17%   4.16%   7.15%   6.54%
LS MG              7.32%   -6.51%   6.17%   5.05%   7.11%   5.25%
                  
Newsletter Inc     6.94%   -6.00%   8.55%   6.87%   9.05%   6.15%
Wellesley          5.70%   -2.14%   6.21%   5.61%   7.48%   6.66%
LS CG              5.40%   -3.03%   5.82%   4.69%   6.07%   5.01%
                  
madsinger          7.60%   -5.95%   5.27%   4.53%   7.02%   
madsinger PP       5.49%    6.18%   9.53%   6.46%      

[madsinger]

One of the worst months in stock market history (March) followed by one of the best months in stock market history (April). US Stocks up 10% to 15%. International stocks up 7% to 9%. Bonds ranged from +1% to +3%. Gold up almost 7%. Stocks are still down quite a bit for the year to date, and small caps quite a bit below large caps.

The four asset classes of the Permanent Portfolio were up in April, and the portfolio is up a strong 6.18% for the first four months of the year. After many rebalance steps in late February and March, no moves made in April (which is more typical of how this works!)

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          STOCK  LONG BOND  SHORT BOND  GOLD    PORTFOLIO 
January  -0.04%    7.34%       0.95%    4.62%     3.19%
February -8.23%    6.37%       0.69%   -0.66%    -0.42%
March   -11.48%    6.64%      -4.37%    0.68%    -2.19%
April    12.76%    1.73%       2.44%    6.90%     5.74%
               
YTD      -7.86%   24.66%      -0.22%   11.14%     6.18%

[pkcrafter]

Thanks, Brad. I always enjoy your updates--and this one is for the book!


Paul

[ram]

Thanks.
Looking forward to 1 more month like this.

[LadyGeek]

I'm bumping the thread to say that madsinger's monthly reports are in the wiki. See: Madsinger monthly reports

Someone was looking for it here: Subject: Where to find the portfolio trackers

I can't seem to find the link where on an affiliated Bogle community they track all of the fund suggested here. 3 fund, core, coffeehouse etc. and show each year what they would have done. can anyone steer me in the right direction? thanks

Suggestion: Include the wiki link with the monthly update.

[JN1757]

I'm new to the group and just found the madsinger monthly report. This is really great information!! Thanks for producing all this data.
But one question, which newsletter are you referring to when you mention "A newsletter following Vanguard funds?"

Thanks!!