madsinger monthly report

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
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madsinger
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Joined: Sat Sep 29, 2007 3:26 pm

madsinger monthly report

Post by madsinger »

Here is a big fat collection of portfolios, with their January 2009 returns, 2009 YTD return, and annualized returns since 1999, 2001, 2004 and 2006 (10 years 1 month, 8 years 1 month, 5 years 1 month, 3 years 1 month). I broke them into four categories, roughly corresponding to 100/0, 80/20, 60/40, 40/60 stock/bond portfolios, sorted by Total Return since 2001. 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.

I'll get my madsinger portfolio up to date when my schedule clears!

-Brad.

Code: Select all

                                   CAGR     CAGR    CAGR    CAGR
                  Jan     YTD      since    since   since   since
                  2009    2009     2006     2004    2001    1999
Hot Hands        -5.96%   -5.96%  -12.42%   1.30%   5.89%   9.16%
Sheltered Sam   -11.42%  -11.42%  -11.37%  -1.76%   0.28%   2.04%
VFINX            -8.41%   -8.41%  -11.08%  -3.99%  -4.06%  -2.32%

s&d              -9.64%   -9.64%   -7.75%   0.16%   1.71%   3.26%
3 fund           -7.86%   -7.86%   -6.80%  -0.15%  -0.04%   1.06%
Newsletter G     -5.10%   -5.10%   -8.69%  -0.38%  -0.04%   5.04%
Newsletter G-IND -6.40%   -6.40%  -10.20%  -1.35%  -0.36%  -0.05%
LS G             -8.06%   -8.06%   -9.03%  -1.96%  -1.41%  -0.09%

Wellington       -5.44%   -5.44%   -2.91%   1.68%   3.06%   3.91%
coffeehouse      -7.78%   -7.78%   -4.52%   1.04%   2.85%   3.82%
STAR             -5.34%   -5.34%   -5.51%   0.23%   1.47%   2.94%
LS MG            -6.30%   -6.30%   -5.73%  -0.42%   0.33%   1.32%
Newsletter CG    -4.40%   -4.40%   -7.23%  -0.37%   0.26%   3.37%

Wellesley        -4.62%   -4.62%    0.35%   2.38%   4.17%   4.44%
LS CG            -4.14%   -4.14%   -2.99%   0.60%   1.60%   2.36%
Newsletter Inc   -2.80%   -2.80%   -5.39%  -0.50%   1.16%   1.52%
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madsinger
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Joined: Sat Sep 29, 2007 3:26 pm

Post by madsinger »

Ummm...I've been kinda busy....did I miss anything interesting in the markets in 2009 yet?

January looked bad. February looks worse. I'll try to get my report out for February before March 26!

These are tough times. I think we're all getting our "risk tolerance" tested. I wish you all success in your investing goals.

-Brad.
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tdhg566
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Joined: Thu Mar 08, 2007 4:37 pm
Location: Spring, TX

Post by tdhg566 »

Thanks Brad. Had been missing your post! The numbers may look bad, but it's comforting knowing everyone else is doing just as bad :lol:
As an Enrolled Agent I advise clients about taxes and investments. My work is retiree friendly, geographically portable, mentally stimulating, personally profitable and emotionally rewarding.
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Rob5TCP
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Joined: Tue Jun 05, 2007 7:34 pm
Location: New York, NY

Post by Rob5TCP »

Thank you again Brad - it is always interesting and useful to see your comparisons -
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Bounca
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Joined: Mon Feb 26, 2007 7:48 am

Post by Bounca »

Checking in…..

IRA (approx 70/30 AA)
Month -7.35 %
Year - 7.35 %

20% BND
5% BSV
5% TIP
5% WTMIX (Westcore Microcap)
5% DLS
10% VEA
5% VWO
5% VNQ
5% VBR
35% VTI

ROTH (approx 75/25 AA)
Month -6.12 %
Year -6.12 %

Roughly 55% EXHAX (Manning and Napier Pro Blend Max)
Roughly 45% EXBAX (Manning and Napier Pro Blend Moderate)
Chuck T
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Location: Lowcountry of South Carolina

Post by Chuck T »

Can someone please tell me what CAGR stands for.
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Kenster1
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Joined: Wed Feb 28, 2007 10:50 pm

Post by Kenster1 »

Chuck T wrote:Can someone please tell me what CAGR stands for.
Compound Annual Growth Rate
SURGEON GENERAL'S WARNING: Any overconfidence in your ability, willingness and need to take risk may be hazardous to your health.
sotaboy
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Joined: Tue Nov 25, 2008 9:06 pm

Post by sotaboy »

Lately, it has meant compound annual growth regression.
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Kenster1
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Joined: Wed Feb 28, 2007 10:50 pm

Post by Kenster1 »

Yes and those who bought Stanford CD's didn't realize that the CD stood for Certificates of Depreciation.
SURGEON GENERAL'S WARNING: Any overconfidence in your ability, willingness and need to take risk may be hazardous to your health.
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