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 [...]
May-2010 College Saving Account Performance
Well, the month of May 2010 is over, thank goodness. What an interesting month. What didn’t happen during the month of May? A British Petroleum oil rig exploded at the end of April. It was not until early May that the world started to realize the magnitude of the spill. As of today, 02-June-2010, oil [...]
Vanguard Index Fund vs. Vanguard Actively Managed Fund
Interesting article over at TheStreet.com. It says Vanguard’s actively managed funds have outperformed their index fund counterparts (I have not verified these claims myself; at some point I may want to do this study). The performance of the actively managed funds is credited to the quality managers (remember, most actively managed funds are only as [...]
529 College Savings Account Automatic Investment
Our 529 fund has had its first automatic contribution. We are contributing $50/month at the current time, which is the minimum investment allowed by Vanguard. I do wish it were lower, say $25. All portfolios are doing well since late February 2010. We have a solid month under our belts. The Vanguard index fund portfolio is [...]
First 529 College Savings Plan Performance Update
I have made the first performance update! The first automatic investment is 01-Apr-2010, so I thought I would provide an update in the month of March. No additional shares have been purchased since the initial investment, so there are only NAV changes. The good news is that every fund has increased in value. The T. [...]
Front-End Sales Charge for the Growth Fund of America (CGFAX)
Bad news: I just checked into the front-end sales charge for the Growth Fund of America (CGFAX). The sales charge is 5.75% if your balance is $0–$25,000 and 5.00% if your balance is $25,001–$50,000. I recall that a lot of the actively managed 529 funds do have a front-end sales charge, so this is not [...]
Benchmark Mutual Funds Determined
So I have searched the available funds and found two 529 funds that I am going to use as benchmarks to grade myself against. I am happy with the actively managed fund. It is a fund with a strong past performance and is managed by a board (as opposed to a single manager). The age-based [...]
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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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