Madsinger monthly reports

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Madsinger monthly reports are a monthly series of performance data reports for a selected group of fund portfolios and fund strategies, tracked by forum member madsinger. The reports include monthly, year-to-date, and multiple time period compound returns.

Portfolios

The monthly returns reports include year-to-date return, and annualized returns (15 years, 10 years, 5 years, and 3 years). Portfolios break down into four categories, roughly corresponding to 100/0, 80/20, 60/40, 40/60 stock/bond portfolios, sorted by 10 year total return.

  • The three fund portfolio holds a 50/30/20 Total Stock/Total Int'l/Total Bond fund allocation (see figure).
  • The slice & dice portfolio holds 10% each in large blend (VFINX), large value (VIVAX), small blend (NAESX), small value (VISVX), and real estate (VGSIX); 25% international blend (VGTSX), 5% small international (VINEX); and 20% intermediate bond (VBMFX) (see figure).
  • The coffeehouse portfolio is a 60/40 allocation described at The Coffeehouse Investor (see figure).
  • The Newsletter portfolios are from a newsletter following Vanguard funds.
  • William Bernstein's "Sheltered Sam" is an all stock portfolio which is 20% large blend (VFINX), 25% large value (VIVAX), 5% small blend (NAESX), 15% small value (VISVX), 10% real estate (VGSIX), 3% precious metals equity (VGPMX), 5% each European stock (VEURX), Pacific stock (VPACX) , Emerging market stock (VEIEX), and 7% international value (VTRIX) (see figure).
  • The madsinger portfolio is a real-world portfolio, roughly 50/6/11/33 stock/REIT/gold/bond.

Returns for benchmark funds include the Vanguard S&P 500 index fund, the Vanguard LifeStrategy Growth (LS G), Moderate Growth (LS MG), and Conservative Growth (LS CG) funds. Active balanced funds, such as Vanguard Wellington, Vanguard Wellesley, and Vanguard Star are also included. A "hot hands" strategy is also tracked.

Reports for 2010 to present

Madsinger monthly reports 2010 - 2016
Month 2010 2011 2012 2013 2014 2015 2016 2017
January Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
February Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
March Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
April Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
May Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
June Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
July Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
August Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
September Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
October Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
November Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg
December Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg

The monthly 2010 returns reports include year-to-date return, and annualized returns since 1996, 2001, 2007 and 2008 (15 years, 10 years, 5 years, and 3 years).

The monthly 2011 returns reports include year-to-date return, and annualized returns since 1997, 2002, 2008 and 2009 (15 years, 10 years, 5 years, and 3 years).

The monthly 2012 returns reports include year-to-date return, and annualized returns since 1998, 2003, 2009 and 2010 (15 years, 10 years, 5 years, and 3 years).

The monthly 2013 returns reports include year-to-date return, and annualized returns since 1999, 2004, 2009 and 2011 (15 years, 10 years, 5 years, and 3 years).

The monthly 2014 returns reports include year-to-date return, and annualized returns since 2000, 2005, 2010 and 2012 (15 years, 10 years, 5 years, and 3 years).

The monthly 2015 returns reports include year-to-date return, and annualized returns since 2000, 2005, 2010 and 2012 (15 years, 10 years, 5 years, and 3 years).

The monthly 2017 returns reports include year-to-date returns, and annualized returns since 1999, 2007, 2012 and 2014 (18 years, 10 years, 5 years, and 3 years).

Reports for 2005 to 2009

From January 2005 to September 2007 the reports were posted on the Morningstar Diehards forum and are shown as Report.svgExternal.svg. In October 2007 the reports began being reported in the bogleheads.org forum and are shown as Report.svg.

Madsinger monthly reports 2005 - 2009
Month 2005 2006 2007 2008 2009
January Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
February Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
March Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
April Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
May Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
June Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
July Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
August Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
September Report.svgExternal.svg Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg
October Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg Report.svg
November Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg Report.svg
December Report.svgExternal.svg Report.svgExternal.svg Report.svg Report.svg Report.svg

The monthly 2005 returns reports include year-to-date return, and annualized returns since 1991, 1996, 2002 and 2005 (15 years, 10 years, 5 years, and 3 years).

The monthly 2006 returns reports include year-to-date return, and annualized returns since 1992, 1997, 2003 and 2006 (15 years, 10 years, 5 years, and 3 years).

The monthly 2007 returns reports include year-to-date return, and annualized returns since 1993, 1998, 2004 and 2007 (15 years, 10 years, 5 years, and 3 years).

The monthly 2008 returns reports include year-to-date return, and annualized returns since 1994, 1999, 2005 and 2008 (15 years, 10 years, 5 years, and 3 years). Beginning in January 2008, the "Hot Hands" fund, and the Newsletter "Growth Index" portfolio were added to the group of tracked portfolios and strategies.

The monthly 2009 returns reports include year-to-date return, and annualized returns since 1995, 2000, 2006 and 2007 (15 years, 10 years, 5 years, and 3 years).

See also