madsinger monthly report

madsinger · Post by **madsinger** » Mon Aug 02, 2010 3:33 pm

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%

madsinger · Post by **madsinger** » Mon Aug 02, 2010 3:37 pm

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.

bschultheis · Post by **bschultheis** » Mon Aug 02, 2010 4:36 pm

whoo hoo! Go Coffeehouse.

(Thanks Brad)

Bill

Beagler · Post by **Beagler** » Mon Aug 02, 2010 4:41 pm

bschultheis wrote:whoo hoo! Go Coffeehouse.

(Thanks Brad)

Bill

Take that you TSM'ers!

bschultheis · Post by **bschultheis** » Mon Aug 02, 2010 4:44 pm

yea, let's fire up that slice and dice debate

madsinger · Post by **madsinger** » Mon Aug 02, 2010 5:35 pm

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.

investor · Post by **investor** » Mon Aug 02, 2010 6:34 pm

thanks Brad

do I hear any cheers for Wellesley ?

investor

Beagler · Post by **Beagler** » Mon Aug 02, 2010 9:45 pm

bschultheis wrote:yea, let's fire up that slice and dice debate

You can't help it your model portfolio has performed so well.