Updates: June-2012 Vanguard 529 Index Fund and More Free Money from Upromise
Here are some quick updates for everyone. The asset allocations for the five index funds were posted at the start of the month; we did not get a chance to rebalance, which is OK. I would rather have to rebalance because a fund has grown too large as opposed to the fund having lost too [...]
July-2012 Rebalancing Update
Readers will recall from last month that we had our first month in which one of the funds reached its maximum allowable drift from the desired allocation. The International Index Fund was at 35% of the total portfolio (down 5% from the desired 40% allocation). The end of July marks the second month. If the [...]
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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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