July-2012 Rebalancing Update
Readers will recall from last month that we had our first month in which one of the funds reached its maximum allowable drift from the desired allocation. The International Index Fund was at 35% of the total portfolio (down 5% from the desired 40% allocation). The end of July marks the second month. If the [...]
June-2011 Vanguard 529 Index Fund Performance
The month of June was another poor month. We are at two in a row now. July is not off to good start either. Earnings season just kicked off. We will have to following earnings to see what the forecasts are for the rest of the year. Overall market performance between May 31, 2011, and [...]
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 [...]
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 [...]
Vanguard 529 Index Fund Portfolio Update – April 2010
Another month has passed. Genevieve is doing well and growing fast. Also, her 529 is growing at a good clip. Her 529 has increased in value by 5.9%, which is excellent for a two-month period (and includes gift money). If you look at only the funds I have added to the account, it is up [...]
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 [...]
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