Vanguard Index Fund Rebalancing Results
Last week I posted an article describing how I was going to rebalance my daughter’s 529 college savings plan. I have two primary reasons for rebalancing. First, I want to keep the asset allocation close to my original asset allocation of 70% stocks and 30% bonds. Second (and similar to the first reason), I do [...]
2010 Christmas Price Index
Wishing everyone a healthy and prosperous New Year. Posting an interesting link to the Christmas Price Index conducted by PNC Wealth Management. They have looked at the cost of the gifts in “The 12 Days of Christmas” since 1984. For 2010, the costs of all 78 gifts are up 9.2%. Three French Hens cost 233% more than in [...]
Vanguard 529 College Savings Plan Rebalancing Strategy
I would like to take a few minutes to discuss my rebalancing strategy. Rebalancing is when you return your portfolio back to the original or desired asset allocation. Typically, one or two holdings will outperform the other holdings, which means the outperforming holdings eventually will represent a larger percentage of the total portfolio than they [...]
November 2010 529 Vanguard Index Fund Portofilio Performance
First of all, I would like to apologize to my Feedburner subscribers for the accidental feed sent out last week. I was taking notes for a future post and must have hit the wrong button along the way! Overall market performance between October 29 and November 30: Dow Jones Industrial Average (^DJI): –1.01% S&P 500 [...]
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Follow along as I test three portfolios against each other—using my own money! You have read the investment blogs, now see these theories in action.
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