madsinger monthly report

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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 July 2009 returns, 2009 YTD return, and annualized returns since 1999, 2001, 2004 and 2006 (10 years 7 months, 8 years 7 months, 5 years 7 months, 3 years 7 months). 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.

-Brad.

Code: Select all

                                  CAGR   CAGR   CAGR   CAGR
                  July    YTD     since  since  since  since
                  2009    2009    2006   2004   2001   1999

Hot Hands         4.96%   6.49%  -7.35%  3.45%  7.02%  9.92%
Sheltered Sam     9.29%  12.82%  -3.30%  2.78%  3.13%  4.29%
VFINX             7.58%  11.03%  -4.36% -0.20% -1.61% -0.40%
                        
s&d               7.82%  12.04%  -0.75%  4.07%  4.17%  5.20%
Newsletter G      7.41%  17.40%  -1.66%  3.53%  2.47%  6.89%
3 fund            7.26%  13.53%  -0.07%  3.67%  2.42%  3.01%
Newsletter G-IND  7.51%  15.90%  -3.00%  2.64%  2.17%  1.99%
LS G              7.12%  11.87%  -2.42%  1.76%  0.97%  1.78%
                        
Wellington        5.71%  11.10%   2.05%  4.47%  4.80%  5.28%
coffeehouse       6.65%   8.14%   0.57%  3.85%  4.58%  5.17%
STAR              6.38%  13.59%   0.34%  3.53%  3.55%  4.56%
Newsletter CG     6.70%  14.70%  -1.20%  2.97%  2.39%  4.97%
LS MG             5.80%   9.94%  -0.48%  2.51%  2.19%  2.78%
                        
Wellesley         5.68%   7.92%   3.81%  4.42%  5.38%  5.41%
LS CG             4.54%   9.01%   1.05%  2.88%  3.02%  3.48%
Newsletter Inc    4.99%  11.50%  -0.80%  2.03%  2.71%  2.76%
                        
madsinger         7.19%  13.13%  -0.32%
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madsinger
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Post by madsinger »

Lots of plus signs all around this month. Plenty of "double digit" gainers: REITs, Small value, International fund, precious metals. Bonds up sharply (for bonds, anyway).

YTD numbers through seven months are starting to look gaudy.

The madsinger portfolio is where it "should be" since 2006 --- basically between the 80/20 returns and the 60/40 returns, which is where the portfolio has been positioned. I'm starting to believe this "your stock/bond ratio is most of it" talk!

It's nice to be up big again this month...but I'd still be happy with a little less volatility! Really? Do underlying values change that much day to day?

-Brad.
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