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 [...]
Vanguard Index Fund 529 College Savings Plan 1-Year Performance
So, February marked the one-year anniversary of Followmy529.com. Let’s see how our Vanguard index fund 529 college savings plan performed. Our first contribution was on February 24, 2010. The closest contribution to the one-year mark was February 28, 2011. First, let’s see how the general market did between February 24, 2010, and February 28, 2011. [...]
Vanguard 529 College Savings Plan Rebalancing Strategy
I would like to take a few minutes to discuss my rebalancing strategy. Rebalancing is when you return your portfolio back to the original or desired asset allocation. Typically, one or two holdings will outperform the other holdings, which means the outperforming holdings eventually will represent a larger percentage of the total portfolio than they [...]
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 [...]
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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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