madsinger monthly report

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madsinger
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madsinger monthly report

Post by madsinger »

Here is a big fat collection of portfolios, with their July 2010 returns, 2010 YTD return, and annualized returns since 1999, 2001, 2005 and 2007 (11 years 7 months, 9 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. The madsinger portfolio is my real-world portfolio, roughly 64/5/3/28 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                   CAGR    CAGR    CAGR    CAGR
                  July    YTD      since   since   since   since
                  2010    2010     2007    2005    2001    1999
Hot Hands         9.54%  -0.54%  -10.80%   0.74%   7.70%  10.24%
Sheltered Sam     7.90%   2.33%   -4.21%   2.78%   4.63%   5.44%
VFINX             7.00%  -0.18%   -4.81%   0.27%  -0.11%   0.74%
                  
s&d               6.87%   3.47%   -1.35%   4.00%   5.46%   6.18%
Newsletter G-IND  6.83%   1.70%   -2.80%   2.93%   3.62%   3.20%
Newsletter G      6.55%  -0.70%   -2.77%   3.21%   3.59%   7.46%
3 fund            6.58%   0.68%   -1.13%   3.48%   3.40%   3.77%
LS G              6.52%   1.64%   -3.03%   1.92%   2.22%   2.75%
                  
coffeehouse       5.04%   5.08%    0.96%   4.31%   5.77%   6.12%
Wellington        5.46%   1.96%    1.34%   4.64%   5.54%   5.86%
STAR              5.25%   1.64%    0.36%   3.55%   4.37%   5.16%
Newsletter CG     5.50%  -0.30%   -2.06%   2.84%   3.37%   5.58%
LS MG             5.18%   3.04%   -0.61%   2.88%   3.25%   3.61%
                  
Wellesley         3.49%   5.25%    4.30%   5.37%   6.17%   6.06%
LS CG             3.81%   3.94%    1.31%   3.48%   3.89%   4.16%
Newsletter Inc    3.94%   2.80%   -0.36%   2.69%   3.68%   3.56%
                  
madsinger         5.71%   4.18%   -0.27%   4.23%      
Last edited by madsinger on Mon Aug 02, 2010 5:31 pm, edited 1 time in total.
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Post by madsinger »

July was a big "up month" for investors. Stocks up, bonds up.

YTD numbers are not "great", but are mostly positive (or only very slightly negative). It looks a lot better than a month ago.

REITs are up almost 16% YTD, and are a big boon to the portfolios that are holding them: Sheltered Sam, s&d, and coffeehouse (and, thankfullly, madsinger).

Small stocks about 6% better than large, YTD, and internationals trailing domestic by a few points.

-Brad.
Last edited by madsinger on Mon Aug 02, 2010 5:32 pm, edited 1 time in total.
bschultheis
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Post by bschultheis »

whoo hoo! Go Coffeehouse.

(Thanks Brad)

Bill
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Post by Beagler »

bschultheis wrote:whoo hoo! Go Coffeehouse.

(Thanks Brad)

Bill
Take that you TSM'ers!
“The only place where success come before work is in the dictionary.” Abraham Lincoln. This post does not provide advice for specific individual situations and should not be construed as doing so.
bschultheis
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Post by bschultheis »

yea, let's fire up that slice and dice debate
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Post by madsinger »

bschultheis wrote:whoo hoo! Go Coffeehouse.

(Thanks Brad)

Bill
This year has been very good to the Coffeehouse: Small stocks, REITs and Bonds have been strong performers (70% of portfolio) while large stocks and int'l have been relatively weak (30% of portfolio).

However, I do not mean to imply this is a "one year" phenomenon! The long term results have been very, very good!

-Brad.
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Post by investor »

thanks Brad

do I hear any cheers for Wellesley ?

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Post by Beagler »

bschultheis wrote:yea, let's fire up that slice and dice debate
You can't help it your model portfolio has performed so well. :D
“The only place where success come before work is in the dictionary.” Abraham Lincoln. This post does not provide advice for specific individual situations and should not be construed as doing so.
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