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, [...]
Vanguard 529 Index Fund Portfolio Performance: Dec 2011 & Jan 2012
Playing a little catch-up this month. I will provide the performance of our Vanguard Index Fund portfolio for the months of December 2011 and January 2012. I will fight the urge to comment on year-end (2011) performance; since our “year” ends in February, I will provide yearly performance data at that time. Since my last report, [...]
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 [...]
Inflation: The Killer of Investment Returns
We know what inflation is: the rising of prices. If you had $20 today and put it under your mattress, 20 years from now, that $20 would have a lot less buying power. Let’s look at an example. The government tracks inflation in order to make adjustments to Social Security. Its inflation metric is called the [...]
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 [...]
Vanguard & Fidelity’s Predictions for the “Bond Bubble”
Happy New Year, everyone. Last year sure went by fast. Genevieve will be one year old this month. Followmy529 will be one in March. Frequent visitors will notice the performance has been updated (the chart, not the graph). That update reflects a Christmas gift from her grandparents. What a great gift. That $50 will turn [...]
Vanguard Index Fund Rebalancing Results
Last week I posted an article describing how I was going to rebalance my daughter’s 529 college savings plan. I have two primary reasons for rebalancing. First, I want to keep the asset allocation close to my original asset allocation of 70% stocks and 30% bonds. Second (and similar to the first reason), I do [...]
529 College Savings Plan Improvements
The 529 college savings plan gets its name from the section of the Internal Revenue Code that allows for it, section 529. It was enacted in 1996 as part of the Small Business Job Protection Act of 1996, sponsored by Republican Bill Archer. Here is a link to the bill; go to page 141, part [...]
529 College Savings Plans Require Research
As we already know, investing is risky, regardless of what funds you choose or what types of investments you make. It wasn’t too long ago that buying a house was considered the safest and most profitable investment you could make (even though throughout history we have seen housing values fall occasionally), but recent events have [...]
About
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.
SUBSCRIBE TO MY FEED
Subscribe via Email
Search
Join U Promise for FREE
Over the last year, we have earned over $50 with Upromise. Never turn down free money! Please click on the above banner to join for free.