Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

Interesting Reading: Mutual Funds vs. Index Funds

Here is a article I enjoyed this week: Daily Ticker: Most Mutual Funds Are Ripping You Off, Says IFA’s Mark Hebner Keep in mind, Mark Hebner is the CEO of a company that sells only index fund (competes directly with Vanguard). Search YouTube (IFA Channel) and Google for IFA and you will get plenty of [...]

March 2011 Vanguard 529 Index Fund Portfolio Performance

Playing catch-up here. Here is the March 2011 performance for my daughter’s 529. The month of March had mixed returns.  The S&P 500 and the NASDAQ were flat to down. The select stocks in the Dow Jones Industrial Average were up.  The market detractor was the earthquake and tsunami in Japan.  The Dow stocks were [...]

Vanguard Index Fund 529 College Savings Plan 1-Year Performance

So, February marked the one-year anniversary of Followmy529.com. Let’s see how our Vanguard index fund 529 college savings plan performed. Our first contribution was on February 24, 2010. The closest contribution to the one-year mark was February 28, 2011. First, let’s see how the general market did between February 24, 2010, and February 28, 2011. [...]

February 2011 529 Vanguard Index Fund Portfolio Performance

Sorry, everyone; been busy with life the last couple of months. Here is the February 2011 performance for my daughter’s 529. The month of February had excellent returns. The three major benchmarks were up approximately 3% on average. Something to remember: If the monthly returns are 1.279% per month, that is a return of 15% [...]

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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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