VANGUARD 529 INDEX FUND PORTFOLIO PERFORMANCE FOR JANUARY 2013
Here is the performance of our Vanguard 529 portfolio for the month of January 2013. If you will recall, December’s monthly automatic contribution happened on January 2, 2013. January 2, 2013, was a great foreshadowing day for the month of January. It was a “gap-up” day. The market opened considerably higher than the close of [...]
Vanguard 529 Index Fund Portfolio Performance for October 2012
Here is the performance of our Vanguard 529 portfolio for the month of October 2012. For the markets, October was relatively flat, with a drop in value as November grew closer. One news report would say how the market liked President Obama because of easy money, unlimited Federal Reserve money printing, and record deficit spending, [...]
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 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 [...]
April-2011 Vanguard 529 Index Fund Portfolio Performance
The month of April was a great month for the markets. Overall market performance between March 31, 2011, and April 29, 2011: S&P 500 (^GSPC): +2.84% Dow Jones Industrial Average (^DJI): +3.98% NASDAQ (^IXIC): +3.32% Our sample actively managed mutual fund, the Growth Fund of America (CGFAX), was up +3.18% (before fees) between March 31, [...]
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 [...]
Performance
Here is the performance of my 529 account, as well as how the same money would have performed in the comparison funds:
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 three years, we have earned over $220 with Upromise. Never turn down free money! Please click on the above banner to join for free.