Madsinger monthly reports

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.
• The "Hot Hand" "portfolio" is not really a "portfolio" at all, but rather a single fund. The method for selecting the fund has been described as looking at all Vanguard "diversified" stock funds, and selecting the fund that had the highest return for one year, and holding it for the next year. At the end of each year, a new "Hot hand" fund is selected and held. See Bogleheads® forum post: Re: madsinger monthly report (July 2020) for details.

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.

• Portfolios
• 

  Three fund portfolio

• 

  Slice and dice portfolio

• 

  The Coffeehouse Portfolio

• 

  Sheltered Sam

Reports for 2010 to present

Madsinger monthly reports 2010 - 2020

Month	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020
January
February
March
April
May
June
July
August
September
October
November
December

The monthly 2010 returns reports include year-to-date return, and annualized returns since 1999, 2001, 2005 and 2007.

The monthly 2011 returns reports include year-to-date return, and annualized returns since 1999, 2002, 2007 and 2009.

The monthly 2012 returns reports include year-to-date return, and annualized returns since 1999, 2003, 2008 and 2010.

The monthly 2013 returns reports include year-to-date return, and annualized returns since 1999, 2004, 2009 and 2011.

The monthly 2014 returns reports include year-to-date return, and annualized returns since 1999, 2005, 2010 and 2012.

The monthly 2015 returns reports include year-to-date return, and annualized returns since 1999, 2006, 2011 and 2013.

The monthly 2016 returns reports include year-to-date return, and annualized returns since 1999, 2007, 2012 and 2014.

The monthly 2017 returns reports include year-to-date returns, and annualized returns since 1999, 2008, 2013, and 2015.

The monthly 2018 returns reports include year-to-date returns, and annualized returns since 1999, 2009, 2014, and 2016.

The monthly 2019 returns reports include year-to-date returns, and annualized returns since 1999, 2010, 2015, and 2017.

Reports for 2005 to 2009

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

Madsinger monthly reports 2005 - 2009

Month	2005	2006	2007	2008	2009
January
February
March
April
May
June
July
August
September
October
November
December

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 1999, 2001, 2003 and 2005.

The monthly 2008 returns reports include year-to-date return, and annualized returns since 1999, 2001, 2003 and 2005. 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 1999, 2001, 2005 and 2007.

See also

• Classic Bernstein
• Grok's tips‎

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