Vanguard 529 Index Fund Portfolio Performance for November 2012
Here is the performance of our Vanguard 529 portfolio for the month of November 2012. The allocation on 30-Nov-2012 is as follows: 30-Nov-12 Vanguard Total International Stock Index Portfolio 37.11% Vanguard Total Bond Market Index Portfolio 14.46% Vanguard High-Yield Bond Portfolio 16.04% Vanguard Small-Cap Index Portfolio 16.29% Vanguard Total Stock Market Portfolio 16.10% Total 100.00% [...]
May 2011 Vanguard 529 Index Fund Portfolio Performance
The month of May was not a great month for the markets. Despite some very positive news, like solid April sales for the auto industry (Chrysler posted quarterly profits for the first time since 2009 and GM profits tripled), and Osama bin Laden being captured and killed by U.S. Marines, the old saying “Sell in May [...]
Interesting Reading: Mutual Funds vs. Index Funds
Here is a article I enjoyed this week: Daily Ticker: Most Mutual Funds Are Ripping You Off, Says IFA’s Mark Hebner Keep in mind, Mark Hebner is the CEO of a company that sells only index fund (competes directly with Vanguard). Search YouTube (IFA Channel) and Google for IFA and you will get plenty of [...]
Importance of Fees
We are seeing that the front-load fee of the actively managed Growth Fund of America (CGFAX) is really lowering the overall return of that fund. All new shares that are purchased have to make up 5.75% just to break even. There are other fees, ones that are a little hidden. Funds have expense ratios. They [...]
October 2010 529 Vanguard Index Fund Portofilio Performance
The month of October was a good month for the market. The Dow Jones Industrial Average (^DJI) was up +3.06% between September 30 and October 29. During the same period, the S&P 500 (^GSPC) was up +3.68% and the NASDAQ Composite (^IXIC) was up an awesome +5.86%. Impressive gains considering the excellent performance of the [...]
August 2010 529 Vanguard Index Fund Portofilio Performance
The month of August was another down month for the market, much like the month of May, just not as severe. The Dow Jones Industrial Average (^DJI) was down –4.31% between July 30 and August 31. During the same period, the S&P 500 (^GSPC) was down –4.74% and the NASDAQ Composite (^IXIC) was down –6.23%. [...]
July-2010 Index Fund 529 Savings Account Performance Update
July was a good month for the Vanguard index fund portfolio. The portfolio as a whole was up 6.60% between 6/30/2010 and 7/30/2010 (before the July automatic investment). The Total International Stock Index was up an incredible 10.30%. The Total Stock Market Index was up 6.93% and the Small-Cap Index was up 7.12%. The bond [...]
Vanguard Index Fund vs. Vanguard Actively Managed Fund
Interesting article over at TheStreet.com. It says Vanguard’s actively managed funds have outperformed their index fund counterparts (I have not verified these claims myself; at some point I may want to do this study). The performance of the actively managed funds is credited to the quality managers (remember, most actively managed funds are only as [...]
529 College Savings Account Automatic Investment
Our 529 fund has had its first automatic contribution. We are contributing $50/month at the current time, which is the minimum investment allowed by Vanguard. I do wish it were lower, say $25. All portfolios are doing well since late February 2010. We have a solid month under our belts. The Vanguard index fund portfolio is [...]
Performance
Here is the performance of my 529 account, as well as how the same money would have performed in the comparison funds:
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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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