Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

Vanguard 529 Index Fund Portfolio Performance for Dec 2012 and Calendar Year 2012

Here is the performance of our Vanguard 529 portfolio for the month of December 2012. The contribution to the 529 this month actually happened on Jan. 2, 2013, so I am using that as the end of Dec 2012 for all portfolios.  December was an excellent month, especially in regard to total returns, but also we received another [...]

Stock-Picking Contest for 2012: Outperformed the S&P 500

I finally had a chance to review the end-of-year distributions for the ETFs I had selected for the stock-picking contest. Good news: my picks outperformed the S&P 500 by 0.36 percentage points. If I were an official contestant,  I would have come in second! Here is a link to the results of the actual contestants:  Best Stock Pick [...]

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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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