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 [...]
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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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