madsinger monthly report (July 2011)

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madsinger
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madsinger monthly report (July 2011)

Post by madsinger »

Here is a big fat collection of portfolios, with their July 2011 returns, 2011 YTD return, and annualized returns since 1999, 2001, 2006 and 2008 (12 years 7 months, 10 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 62/5/3/30 stock/REIT/PM/bond.

-Brad.

Code: Select all

                                  CAGR    CAGR    CAGR    CAGR
                  July    YTD     since   since   since   since
                  2011    2011    2008    2006    2001    1999
Hot Hands        -3.93%   5.76%  -5.81%   1.81%   9.46%  11.55%
Sheltered Sam    -2.03%   3.23%  -0.32%   4.10%   5.92%   6.47%
VFINX            -2.05%   3.78%  -1.42%   2.66%   1.59%   2.12%
                  
s&d              -1.27%   3.67%   1.85%   5.22%   6.45%   6.96%
Newsletter G-IND -2.69%   4.80%  -0.28%   4.56%   5.26%   4.61%
Newsletter G     -2.84%   2.70%  -0.79%   4.31%   4.89%   8.27%
3 fund           -1.29%   3.41%   0.71%   4.83%   4.55%   4.71%
LS G             -1.61%   3.42%  -0.68%   3.59%   3.54%   3.82%
                  
coffeehouse      -0.66%   4.17%   3.88%   5.59%   6.50%   6.70%
Wellington       -1.30%   3.74%   2.51%   5.68%   6.22%   6.40%
STAR             -0.75%   3.88%   2.30%   4.68%   5.26%   5.85%
Newsletter CG    -2.74%   2.90%  -0.34%   3.96%   4.47%   6.34%
LS MG            -0.83%   3.71%   1.08%   4.29%   4.22%   4.40%
                  
Wellesley         0.04%   5.13%   5.63%   6.62%   6.57%   6.41%
Newsletter Inc   -0.95%   4.60%   2.07%   3.86%   4.54%   4.29%
LS CG            -0.30%   3.46%   2.26%   4.55%   4.51%   4.66%
                  
madsinger        -1.20%   2.94%   2.40%   5.34%      

Last edited by madsinger on Tue Aug 02, 2011 9:18 am, edited 1 time in total.
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madsinger
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Post by madsinger »

Third down month in a row for most portfolios. July can be summed up pretty much as: stocks bad, bonds good.

Exceptions were REIT and precious metal stocks which were up for the month.

All portfolios are up YTD, but the past three months has brought many of them into the 3%-ish range.

madsinger is bringing up the rear, due mainly I think to the 30% that I have in bonds is all Short Term bond index, which is trailing the more "total-ish" bond funds by 2%-3%. This alone accounts for 0.6% to 0.9% of the shortfall, which is pretty much the entire shortfall.

I haven't forgotten about posting 1, 3, and 5 year returns (not tied to the beginning of the year), I just haven't gotten around to it yet.

Wishing you all well.
-Brad.
Snowjob
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Post by Snowjob »

IRA - 7.4% YTD
401k - 2.4% YTD
Brokerage - .5% YTD - Dropped like a rock last month!
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goggles
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Post by goggles »

Thanks again for doing these.

Also, this marks my monthly self-kicking for not going with 50/50 Wellington and Wellesley. And yet I never make the change.
investor
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Post by investor »

Brad here are the newsletter numbers:

July, YTD format

Growth -2.8, 2.7
Con Grow -2.7, 3.0
Income -0.9, 4.6
Grow Idx -2.7, 4.8


mine 4.84% ytd... mostly managed balanced funds (60/40)

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Post by madsinger »

investor wrote:Brad here are the newsletter numbers:

...

investor
Thank you, investor.

I have updated the table in the original post to contain all data for the month.

-Brad.
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Post by madsinger »

August 2011 report can be found here:

http://www.bogleheads.org/forum/viewtopic.php?t=82045

-Brad.
Manbaerpig
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Post by Manbaerpig »

This is one of those times it's better not to peak, imo
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