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'''{{PAGENAME}}''' are a monthly series of performance data reports for a selected group of fund portfolios and fund strategies, tracked by forum member madsinger.<ref>{{cite web| url=https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=3530| title=Viewing profile - madsinger| publisher=Bogleheads.org| accessdate=January 26, 2021}} (Must be a registered forum member to view)</ref>  The reports include monthly, year-to-date, and multiple time period compound returns.


'''{{PAGENAME}}''' 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==


==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 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|three fund portfolio]] holds a 50/30/20 Total Stock/Total Int'l/Total Bond fund allocation.
* The [[Three fund portfolio|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)
* The [[Slice and dice|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 [[Bill Schultheis|The Coffeehouse Investor]].  
* The coffeehouse portfolio is a 60/40 allocation described at [[Bill Schultheis|The Coffeehouse Investor]] (see figure).  
* The Newsletter portfolios are from a newsletter following Vanguard funds.
* The Newsletter portfolios are from a newsletter following Vanguard funds.
* [[William Bernstein|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).  
* [[William Bernstein|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 59/5/3/33 stock/REIT/PM/bond.
*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 {{Forum post | p = 5426771| title = Re: madsinger monthly report (July 2020)}} for details.


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


==2014 reports==
<gallery mode="packed" caption="Portfolios" widths=145px heights=145px >
File:Threefund503020.png|Three fund portfolio
File:Sliceanddice.png|Slice and dice portfolio
File:CoffeeHouse Portfolio.PNG|The Coffeehouse Portfolio
File:ShelteredSam.png|Sheltered Sam
</gallery>


==Reports for 2020 to present ==
{| class="wikitable" border="1"
{| class="wikitable" border="1"
|+ 2014 Madsinger monthly reports
|+ Madsinger monthly reports 2020 - present
|-
|-
!scope="col" width="150px" | Month  
!scope="col" width="100px"| Month  
! scope="col" width="150px" | Posting
!scope="col" width="50px"| 2020
|- align="center"
| January
| {{Madsinger report|t=302926}}
|- align="center"
| February
| {{madsinger report|t=305882}}
|- align="center"
| March
| {{Madsinger report|t=310455}}
|- align="center"
| April
| {{Madsinger report|t=313933}}
|- align="center"
| May
| {{Madsinger report|t=317123}}
|- align="center"
| June
| {{Madsinger report|t=319478}}
|- align="center"
| July
| {{Madsinger report|t=322369}}
|- align="center"
| August
| {{Madsinger report|t=326690}}
|- align="center"
|- align="center"
| December ||  
| September
| N/A
|- align="center"
|- align="center"
| November ||
| October
|-align="center"
| {{Madsinger report|t=329225}}
| October||
|-align="center"
| September ||
|- align="center"
|- align="center"
| August ||
| November
|-align="center"
| {{Madsinger report|t=331868}}
| July || 
|- align="center"
|-align="center"
| December
| June ||
| N/A
|-align="center"
|}  
| May ||
|-align="center"
| April ||
|-align="center"
| March ||
|-align="center"
| February ||
|-align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=132189 Report]
|}
 
==2013 reports==
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).


==Reports for 2010 to 2019 ==
{| class="wikitable" border="1"
{| class="wikitable" border="1"
|+ 2013 Madsinger monthly reports
|+ Madsinger monthly reports 2010 - 2020
|-
|-
!scope="col" width="150px" | Month  
!scope="col" width="100px"| Month  
! scope="col" width="150px" | Posting
!scope="col" width="50px"| 2010
!scope="col" width="50px"| 2011
!scope="col" width="50px"| 2012
!scope="col" width="50px"| 2013
!scope="col" width="50px"| 2014
!scope="col" width="50px"| 2015
!scope="col" width="50px"| 2016
!scope="col" width="50px"| 2017
!scope="col" width="50px"| 2018
!scope="col" width="50px"| 2019
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=129673 Report]
| January
| {{Madsinger report|t=49699}}
| {{Madsinger report|t=67937}}
| {{Madsinger report|t=89946}}
| {{Madsinger report|t=110129}}
| {{Madsinger report|t=132189}}
| {{Madsinger report|t=157265}}
| {{Madsinger report|t=183592}}
| {{Madsinger report|t=209967}}
| {{Madsinger report|t=241439}}
| {{Madsinger report|t=271554}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=127523 Report]
| February
|-align="center"
| {{Madsinger report|t=51170}}
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=125879 Report]
| {{Madsinger report|t=69865}}
|-align="center"
| {{Madsinger report|t=91858}}
| September ||[http://www.bogleheads.org/forum/viewtopic.php?f=10&t=124119 Report]
| {{Madsinger report|t=112097}}
| {{Madsinger report|t=134314}}
| {{Madsinger report|t=159935}}
| {{Madsinger report|t=185876}}
| {{Madsinger report|t=212534}}
| {{Madsinger report|t=243177}}
| {{Madsinger report|t=275132}}
|- align="center"
|- align="center"
| August || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=122536 Report]
| March
|-align="center"
| {{Madsinger report|t=52923}}
| July || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=121007 Report]
| {{Madsinger report|t=72070}}
|-align="center"
| {{Madsinger report|t=94466}}
| June ||  [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=119097 Report]
| {{Madsinger report|t=113999}}
|-align="center"
| {{Madsinger report|t=136467}}
| May || align="center"| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=117461 Report]
| {{Madsinger report|t=162625}}
|-align="center"
| {{Madsinger report|t=188144}}
| April ||[http://www.bogleheads.org/forum/viewtopic.php?f=10&t=115678 Report]
| {{Madsinger report|t=215617}}
|-align="center"
| {{Madsinger report|t=246040}}
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=113999 Report]
| {{Madsinger report|t=278776}}
|-align="center"
| February || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=112097 Report]
|-align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=110129 Report]
|}
 
==2012 reports==
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).
 
{| class="wikitable" border="1"
|+ 2012 Madsinger monthly reports
|-
!scope="col" width="150px" | Month
! scope="col"  width="150px" | Posting
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=108094 Report]
| April
| {{Madsinger report|t=54580}}
| {{Madsinger report|t=73817}}
| {{Madsinger report|t=95680}}
| {{Madsinger report|t=115678}}
| {{Madsinger report|t=138649}}
| {{Madsinger report|t=165124}}
| {{Madsinger report|t=190481}}
| {{Madsinger report|t=218451}}
| {{Madsinger report|t=248532}}
| {{Madsinger report|t=280269}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=106440 Report]
| May
|-align="center"
| {{Madsinger report|t=56015}}
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=105083 Report]
| {{Madsinger report|t=75825}}
|-align="center"
| {{Madsinger report|t=97412}}
| September || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=103577 Report]
| {{Madsinger report|t=117461}}
| {{Madsinger report|t=140416}}
| {{Madsinger report|t=166912}}
| {{Madsinger report|t=192458}}
| {{Madsinger report|t=220263}}
| {{Madsinger report|t=250931}}
| {{Madsinger report|t=282597}}
|- align="center"
|- align="center"
| August || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=102306 Report]
| June
|-align="center"
| {{Madsinger report|t=57203}}
| July ||  [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=100472 Report]
| {{Madsinger report|t=77583}}
|-align="center"
| {{Madsinger report|t=98968}}
| June || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=98968 Report] 
| {{Madsinger report|t=119097}}
|-align="center"
| {{Madsinger report|t=142188}}
| May || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=97412 Report]
| {{Madsinger report|t=168748}}
|-align="center"
| {{Madsinger report|t=194440}}
| April || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=95680 Report]
| {{Madsinger report|t=222664}}
|-align="center"
| {{Madsinger report|t=253248}}
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=94466 Report]
| {{Madsinger report|t=284704}}
|-align="center"
| February || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=91858 Report]
|-align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=89946 Report]
|}
 
==2011 reports==
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).
 
{| class="wikitable" border="1"
|+ 2011 Madsinger monthly reports
|-
!scope="col" width="150px" | Month
! scope="col"  width="150px" | Posting
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=88025 Report]
| July
| {{Madsinger report|t=58428}}
| {{Madsinger report|t=79471}}
| {{Madsinger report|t=100472}}
| {{Madsinger report|t=121007}}
| {{Madsinger report|t=144026}}
| {{Madsinger report|t=170893}}
| {{Madsinger report|t=196574}}
| {{Madsinger report|t=224807}}
| {{Madsinger report|t=255460}}
| {{Madsinger report|t=287998}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=86447 Report]
| August
|-align="center"
| {{Madsinger report|t=60931}}
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=85178 Report]
| {{Madsinger report|t=82045}}
|-align="center"
| {{Madsinger report|t=102306}}
| September || [http://www.bogleheads.org/forum/viewtopic.php?t=83544 Report]
| {{Madsinger report|t=122536}}
| {{Madsinger report|t=146093}}
| {{Madsinger report|t=173083}}
| {{Madsinger report|t=198720}}
| {{Madsinger report|t=226859}}
| {{Madsinger report|t=258280}}
| {{Madsinger report|t=290200}}
|- align="center"
|- align="center"
| August || [http://www.bogleheads.org/forum/viewtopic.php?t=82045 Report]
| September
|-align="center"
| {{Madsinger report|t=59683}}
| July || [http://www.bogleheads.org/forum/viewtopic.php?t=79471 Report]
| {{Madsinger report|t=83544}}
|-align="center"
| {{Madsinger report|t=103577}}
| June || [http://www.bogleheads.org/forum/viewtopic.php?p=1101116 Report]
| {{Madsinger report|t=124119}}
|-align="center"
| {{Madsinger report|t=148053}}
| May || [http://www.bogleheads.org/forum/viewtopic.php?t=75825 Report]
| {{Madsinger report|t=174879}}
|-align="center"
| {{Madsinger report|t=200979}}
| April || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=73817 Report]
| {{Madsinger report|t=228932}}
|-align="center"
| {{Madsinger report|t=260319}}
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=72070 Report]
| N/A
|-align="center"
| February || [http://www.bogleheads.org/forum/viewtopic.php?p=975510 Report]
|-align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=67937 Report]
|}
 
==2010 reports==
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).
 
{| class="wikitable"  border="1"
|+ 2010 Madsinger monthly reports
|-
!scope="col" width="150px" | Month
!scope="col"  width="150px" | Posting
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=65929 Report]
| October
| {{Madsinger report|t=62396}}
| {{Madsinger report|t=85178}}
| {{Madsinger report|t=105083}}
| {{Madsinger report|t=125879}}
| {{Madsinger report|t=150161}}
| {{Madsinger report|t=176903}}
| {{Madsinger report|t=202487}}
| {{Madsinger report|t=231648}}
| {{Madsinger report|t=262947}}
| {{Madsinger report|t=294537}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=63868 Report]
| November
|-align="center"
| {{Madsinger report|t=63868}}
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=62396 Report]
| {{Madsinger report|t=86447}}
|-align="center"
| {{Madsinger report|t=106440}}
| September || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=59683 Report]
| {{Madsinger report|t=127523}}
| {{Madsinger report|t=152053}}
| {{Madsinger report|t=178912}}
| {{Madsinger report|t=204487}}
| {{Madsinger report|t=233484}}
| {{Madsinger report|t=265999}}
| {{Madsinger report|t=299343}}
|- align="center"
|- align="center"
| August || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=60931 Report]
| December
|-align="center"
| {{Madsinger report|t=65929}}
| July || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=58428 Report]
| {{Madsinger report|t=88025}}
|-align="center"
| {{Madsinger report|t=108094}}
| June || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=57203 Report]
| {{Madsinger report|t=129673}}
|-align="center"
| {{Madsinger report|t=154521}}
| May || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=56015 Report]
| {{Madsinger report|t=181187}}
|-align="center"
| {{Madsinger report|t=207130}}
| April || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=54580 Report]
| {{Madsinger report|t=238119}}
|-align="center"
| {{Madsinger report|t=268481}}
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=52923 Report]
| N/A
|-align="center"
|}
| February || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=51170 Report]
The monthly 2010 returns reports include  year-to-date  return, and annualized returns since 1999, 2001, 2005 and 2007.
|-align="center"
 
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=49699 Report]
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.


==2009 reports==
==Reports for 2005 to 2009==
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).
From January 2005 to September 2007 the reports were posted on the Morningstar Diehards forum and are shown as [[File:Report.svg|20px]][[File:External.svg|10px]]. In October 2007 the reports began being reported in the bogleheads.org forum and are shown as [[File:Report.svg|20px]].  


{| class="wikitable" border="1"
{| class="wikitable" border="1"
|+ 2009 Madsinger monthly reports
|+ Madsinger monthly reports 2005 - 2009
|-
|-
!scope="col" width="150px" | Month  
!scope="col" width="100px"| Month  
!scope="col" width="150px" | Posting
!scope="col" width="50px"| 2005
!scope="col" width="50px"| 2006
!scope="col" width="50px"| 2007
!scope="col" width="50px"| 2008
!scope="col" width="50px"| 2009
|- align="center"
| January
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=136890]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=166575]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=193879]][[File:External.svg|10px]]
| {{Madsinger report|t=12527}}
| {{Madsinger report|t=33537}}
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=49699 Report]
| February
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=138825]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=169136]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=196040]][[File:External.svg|10px]]
| {{Madsinger report|t=14105}}
| {{Madsinger report|t=33876}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=46455 Report]
| March
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=141385]][[File:External.svg|10px]]
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=45238 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=171938]][[File:External.svg|10px]]
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=197937]][[File:External.svg|10px]]
| September || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=43790 Report]
| {{Madsinger report|t=15796}}
| {{Madsinger report|t=35560}}
|- align="center"
|- align="center"
| August || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=42544 Report]
| April
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=143951]][[File:External.svg|10px]]
| July || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=41198 Report]  
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=174203]][[File:External.svg|10px]]
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=199778]][[File:External.svg|10px]]
| June || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=39979 Report]
| {{Madsinger report|t=17297}}
|-align="center"
| {{Madsinger report|t=37087}}
| May || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=38429 Report]
|- align="center"
|-align="center"
| May  
| April || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=37087 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=146474]][[File:External.svg|10px]]
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/forums/t/176607.aspx]][[File:External.svg|10px]]
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=35560 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=201282]][[File:External.svg|10px]]
|-align="center"
| {{Madsinger report|t=18745}}
| February || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=33876 Report]
| {{Madsinger report|t=38429}}
|-align="center"
|- align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=33537 Report]
| June
|}
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=148892]][[File:External.svg|10px]]
 
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=178708]][[File:External.svg|10px]]
==2008 reports==
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=202679]][[File:External.svg|10px]]
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).
| {{Madsinger report|t=19993}}
 
| {{Madsinger report|t=39979}}
{| class="wikitable" border="1"
|+ 2008 Madsinger monthly reports
|-
!scope="col" width="150px" | Month
!scope="col" width="150px" | Posting
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=33537 Report]
| July
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=151226]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=180533]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=204187]][[File:External.svg|10px]]
| {{Madsinger report|t=21547}}
| {{Madsinger report|t=41198}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=28588 Report]
| August
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=153714]][[File:External.svg|10px]]
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=26993 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=182487]][[File:External.svg|10px]]
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=205787]][[File:External.svg|10px]]
| September || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=24481 Report]
| {{Madsinger report|t=22683}}
| {{Madsinger report|t=42544}}
|- align="center"
|- align="center"
| August |[http://www.bogleheads.org/forum/viewtopic.php?f=10&t=22683 Report]
| September
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=156510]][[File:External.svg|10px]]
| July ||  [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=21547 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=184226]][[File:External.svg|10px]]
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=2443131]][[File:External.svg|10px]]
| June || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=19993 Report]
| {{Madsinger report|t=24481}}
|-align="center"
| {{Madsinger report|t=43790}}
| May || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=18745 Report]
|-align="center"
| April || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=17297 Report]
|-align="center"
| March || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=15796 Report]
|-align="center"
| February || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=14105 Report]
|-align="center"
| January || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=12527 Report]
|}
 
==2007 reports==
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).
 
{| class="wikitable" border="1"
|+ 2007 Madsinger monthly reports
|-
!scope="col" width="150px" | Month
!scope="col"  width="150px" | Posting
|- align="center"
|- align="center"
| December || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=10553 Report]
| October
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=158720]][[File:External.svg|10px]]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=186434]][[File:External.svg|10px]]
| {{Madsinger report|t=7848}}
| {{Madsinger report|t=26993}}
| {{Madsinger report|t=45238}}
|- align="center"
|- align="center"
| November || [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=9141 Report]
| November  
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=160936]][[File:External.svg|10px]]
| October|| [http://www.bogleheads.org/forum/viewtopic.php?f=10&t=7848 Report]
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=188581]][[File:External.svg|10px]]
|-align="center"
| {{Madsinger report|t=9141}}
| September ||  
| {{Madsinger report|t=28588}}
| {{Madsinger report|t=46455}}
|- align="center"
|- align="center"
| August ||  
| December
|-align="center"
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=163635]][[File:External.svg|10px]]
| July ||
| [[File:Report.svg|20px|link=http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=191052]][[File:External.svg|10px]]
|-align="center"
| {{Madsinger report|t=10553}}
| June ||
| {{Madsinger report|t=30299}}
|-align="center"
| {{Madsinger report|t=49699}}
| May ||  
|-align="center"
| April ||
|-align="center"
| March ||
|-align="center"
| February ||
|-align="center"
| January ||
|}
|}
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]]
==References==
{{reflist}}


{{Bogleheads}}
[[Category: The Bogleheads]]
[[Category: The Bogleheads]]

Revision as of 17:48, 26 January 2021

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.[1] 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.

Reports for 2020 to present

Madsinger monthly reports 2020 - present
Month 2020
January Report.svg
February Report.svg
March Report.svg
April Report.svg
May Report.svg
June Report.svg
July Report.svg
August Report.svg
September N/A
October Report.svg
November Report.svg
December N/A

Reports for 2010 to 2019

Madsinger monthly reports 2010 - 2020
Month 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
January Report.svg Report.svg 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 Report.svg Report.svg
March Report.svg Report.svg 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 Report.svg Report.svg
May Report.svg Report.svg 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 Report.svg Report.svg
July Report.svg Report.svg 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 Report.svg Report.svg
September Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg N/A
October Report.svg Report.svg Report.svg 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 Report.svg Report.svg Report.svg
December Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg Report.svg N/A

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 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 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

References

  1. "Viewing profile - madsinger". Bogleheads.org. Retrieved January 26, 2021. (Must be a registered forum member to view)