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Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

Nov-2011 Vanguard 529 Index Fund Portfolio Performance

  Happy New year to everyone. I hope 2011 was a rewarding year for you and that 2012 will be even better. Even though this is my Nov-2011 performance post (little late, life got in the way, I had to take some time off to study for a professional exam). Let’s take a second to look at the [...]

Oct-2011 Vanguard 529 Index Fund Portfolio Performance

October was a good month for the markets, especially when you use the end of September as your comparison. You will remember, the last update had poor performance because our end-of-month trades happened to correspond with the high of the trading range and the low of the trading range. During October, the S&P 500 broke out of its [...]

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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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