Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

529 College Savings Plan: One-Year Performance of Our Benchmarks

Previously, in the article Vanguard Index Fund 529 College Savings Plan 1-Year Performance, I published the performance of our portfolio of Vanguard index funds relative to the markets as a whole. In this post I am going to compare the results of our portfolio of Vanguard index funds with our two benchmarks, The Growth Fund [...]

President Obama Uses Low Cost Index Funds and Age Based 529 College Savings Plans

Interesting article that reviews President Obama’s 2010 tax return. What is even more interesting is the comparison to Vice President Joe Biden’s return. In regards to personal finances, President Obama & I appear to be on the same page. President Obama is debt free. He invests in low-cost index funds (namely the Vanguard S&P 500 [...]

April-2011 Vanguard 529 Index Fund Portfolio Performance

The month of April was a great month for the markets. Overall market performance between March 31, 2011, and April 29, 2011: S&P 500 (^GSPC): +2.84% Dow Jones Industrial Average (^DJI): +3.98% NASDAQ (^IXIC): +3.32% Our sample actively managed mutual fund, the Growth Fund of America (CGFAX), was up +3.18% (before fees) between March 31, [...]

$500 Dividend Stock Strategy

So, today in the car I heard an ad for a contest at the local mall for child spokes models. They want parents to bring their 12- or 13-year-old children to the mall for an audition to become the spokesperson for their summer marketing campaign. The prize for winning is meeting and working with some [...]

About

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.

SUBSCRIBE TO MY FEED

Subscribe via Email

Enter your email address:

Delivered by FeedBurner

Search

Join U Promise for FREE

Turn Your Everyday Spending into College Savings!

Over the three years, we have earned over $220 with Upromise. Never turn down free money! Please click on the above banner to join for free.

Admin