Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

May-2010 College Saving Account Performance

Well, the month of May 2010 is over, thank goodness. What an interesting month. What didn’t happen during the month of May? A British Petroleum oil rig exploded at the end of April. It was not until early May that the world started to realize the magnitude of the spill. As of today, 02-June-2010, oil [...]

Hello world!

I think “Hello world!” is appropriate. In this blog I intend to post the performance of the 529 account I have set up for my daughter. I plan on implementing a traditional asset allocation–style portfolio using index funds. I also plan on rebalancing when one fund becomes 5% greater then the starting allocation. I will [...]

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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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