Vanguard 529 Index Fund Portfolio Performance for September 2012
Here is the performance of our Vanguard 529 portfolio for the month of September 2012. I know I have been delinquent in providing updates here on the blog. I have been watching the asset allocation closely to see if a rebalance is required. For the month of September, the international fund has continued to correct itself, moving farther from [...]
Vanguard 529 Index Fund Portfolio Performance for August 2012
Here is the performance of our Vanguard 529 portfolio for the month of August-2012. Been watching the asset allocation the last couple months. The three equity funds have been increasing at about the same rate, so overall allocation has not changed too much. Interesting point, back in June when we got the 1st signal to [...]
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 [...]
Vanguard 529 Index Fund Portfolio Performance for April & May 2012
This is going to be a quick post this month, very mechanical. Playing catch-up. Considering the market performance during the month of May, I want to ensure everything is accurate. At the end of April, the allocation of our Vanguard portfolio was: Vanguard Small-Cap Index (NAESX): 16.59% (down from 16.69%; goal = 15%) Vanguard Total [...]
Two-Year Performance of the Vanguard 529 Index Fund Portfolio
Another year has passed and it is time to review the performance of our Vanguard 529 portfolio. All returns noted below are from February 24, 2010, through February 29, 2012. Before I go into the actual results, I would like to reiterate the importance of a plan. I will be comparing the results with the overall market, [...]
Best 2012 Stocks Contest — Diversified ETF Portfolio
As you may be aware, I am not the only investment or financial blogger on the web! The web has provided such a great resource for everyone interested in investing; the collaboration is incredible. The Financial Blogger has a yearly contest in which other bloggers develop portfolios of four stocks that they think will outperform the market in that [...]
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 [...]
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 [...]
Interesting Reading: Mutual Funds vs. Index Funds
Here is a article I enjoyed this week: Daily Ticker: Most Mutual Funds Are Ripping You Off, Says IFA’s Mark Hebner Keep in mind, Mark Hebner is the CEO of a company that sells only index fund (competes directly with Vanguard). Search YouTube (IFA Channel) and Google for IFA and you will get plenty of [...]
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