Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

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. [...]

The Check Has Been Sent!

The decision has been made and the check has been sent. I went with Vanguard, where I could pick my own index funds. One disadvantage of Vanguard is the minimum starting balance of $3,000. I wish the company would lower that for 529 plans. The starting balance for all three portfolios will be $3,100, which [...]

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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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