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Published July 17, How Our Prior Portfolios Have Been Doing By Tom Madell Since my Newsletter recommends specific funds to invest in which I mostly invest in myselfreaders should want to know how well my prior portfolios would have done if actually purchased on the date they were recommended and held right up to the present.

The following data gives you this information. From One Year Ago July Our stock portfolio recommendations, when weighted as we recommended, returned For comparison, one should compare our result to the benchmark When one factors in the fact that the benchmark assumes no fees, the two results are comparable.

TBGVX has kept a large cash position hurting returns. And the US dollar weakened hurting returns vs.

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VPACX, consisting of Pacific region stocks, has seriously underperformed international stocks in general. Finally, VFH, which was a good choice several years ago, has lagged a little more recently. Our remaining choices either outperformed our benchmark or were very much similar.

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Our portfolio returned 7. Remember that when examining muni bond returns, one's return is increased because the return is not reduced by Federal taxes. From 3 Years Ago July Our recommended stock funds in the Model Portfolio from July outperformed the above mentioned stock fund benchmark, The pattern of outperformance was similar to the 1 year returns above, although our particular choice of an international bond lagged badly.

From 5 Years Ago July Finally, if one had bought and held our recommended stock funds from Julyone would have slightly underperformed the benchmark result, Since the benchmark doesn't include fund expenses, one can consider the two results identical.

Once again, our international funds brought down our performance, although our two international choices did better than the MSCI developed international fund index. Our bond fund choices again beat the AGG benchmark, 5. Comment Over the last 5 years, along with the underperformance of international stock funds, there has been generally been little advantage of investing selectively in any one fund category over another, except for the small advantage of small and mid-caps over large caps.

However, on the bond side, with relatively big differences between funds from different categories, strategies which pick and choose selectively from the different categories have the opportunity to either excel as ours did or seriously underperform.

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Our portfolio returned 7. Remember that when examining muni bond returns, one's return is increased because the return is not reduced by Federal taxes.

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