madsinger monthly report

[madsinger]

Here is a big fat collection of portfolios, with their October 2009 returns, 2009 YTD return, and annualized returns since 1999, 2001, 2004 and 2006 (10 years 10 months, 8 years 10 months, 5 years 10 months, 3 years 10 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
                  Oct      YTD      since   since   since   since
                  2009     2009     2006    2004    2001    1999
Hot Hands        -0.09%   13.25%   -5.38%   4.39%   7.56%  10.31%
Sheltered Sam    -3.37%   20.17%   -1.48%   3.78%   3.77%   4.80%
VFINX            -1.87%   17.07%   -2.75%   0.72%  -0.97%   0.09%

s&d              -2.84%   18.98%    0.87%   4.97%   4.76%   5.66%
Newsletter G     -2.46%   23.00%   -0.35%   4.21%   2.94%   7.18%
3 fund           -1.90%   19.41%    1.26%   4.41%   2.94%   3.42%
Newsletter G-IND -2.62%   22.50%   -1.39%   3.51%   2.75%   2.47%
LS G             -1.89%   17.74%   -0.95%   2.58%   1.53%   2.22%

Wellington       -0.47%   16.46%    3.17%   5.12%   5.22%   5.61%
coffeehouse      -2.38%   14.10%    1.95%   4.64%   5.08%   5.57%
STAR             -1.29%   18.91%    1.52%   4.19%   3.98%   4.90%
Newsletter CG    -2.06%   19.10%   -0.14%   3.51%   2.76%   5.22%
LS MG            -1.26%   15.11%    0.75%   3.22%   2.66%   3.16%

Wellesley        -0.05%   12.43%    4.67%   4.96%   5.72%   5.68%
LS CG            -0.60%   13.58%    2.07%   3.48%   3.42%   3.79%
Newsletter Inc   -0.43%   16.50%    0.39%   2.71%   3.14%   3.11%

madsinger        -2.51%   19.10%    1.05%

[madsinger]

October was looking pretty good until the last few days of the month! Happy Halloween! Most of the equity funds were down around -2% last month, but the small caps got popped for about -6% down. Portfolios tilting toward small caps (like...madsinger...) were down a bit more than the averages this month. Year to date, internationals are still helping the portfolios (with Emerging Markets still up over 60% for 2009! And gold, +60% as well)

With YTD percentage returns still in the high "teens" and low 20's, it's been a pretty rewarding year to be in stocks. The past three or four years? well...

-Brad.

[sotaboy]

Brad, I appreciate you continuing to report these results. And I'm sure others do too, even if they don't post a message.
You're doing pretty good. Maybe you should start a newsletter :lol:
Let's see, 500 subscribers at $100 dollars a pop is 50k. Not a bad second income.
John

[gkaplan]

I'll check in with my results at the end of the fourth quarter.

[Levett]

Hi Brad,

I, too, look forward to your reports.

I must say that this retiree always looks first at the CAGR for Wellesley and watches it chug along its modest way. Bob U.

[paulob]

Thanks Brad for keeping us updated monthly.

[Bounca]

Yep, thanks again for posting.

Its been a while since I checked in.

IRA (approx 70/30 AA)
<b>Month -1.17 %
YTD 18.66 %</b>

Contains:
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)
<b>Month -2.24 %
YTD 20.22 %</b>
Contains:
Roughly 60% EXHAX (Manning and Napier Pro Blend Max)
Roughly 40% EXBAX (Manning and Napier Pro Blend Moderate)