Vanguard 529 Index Fund Portfolio Performance for Dec 2012 and Calendar Year 2012
Here is the performance of our Vanguard 529 portfolio for the month of December 2012. The contribution to the 529 this month actually happened on Jan. 2, 2013, so I am using that as the end of Dec 2012 for all portfolios. December was an excellent month, especially in regard to total returns, but also we received another [...]
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% [...]
Vanguard 529 Index Fund Portfolio Performance for August 2012
Here is the performance of our Vanguard 529 portfolio for the month of August-2012. Been watching the asset allocation the last couple months. The three equity funds have been increasing at about the same rate, so overall allocation has not changed too much. Interesting point, back in June when we got the 1st signal to [...]
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, [...]
Nov-2011 Vanguard 529 Index Fund Portfolio Performance
Happy New year to everyone. I hope 2011 was a rewarding year for you and that 2012 will be even better. Even though this is my Nov-2011 performance post (little late, life got in the way, I had to take some time off to study for a professional exam). Let’s take a second to look at the [...]
529 College Savings Plan: One-Year Performance of Our Benchmarks
Previously, in the article Vanguard Index Fund 529 College Savings Plan 1-Year Performance, I published the performance of our portfolio of Vanguard index funds relative to the markets as a whole. In this post I am going to compare the results of our portfolio of Vanguard index funds with our two benchmarks, The Growth Fund [...]
December 2010 529 Vanguard Index Fund Portofilio Performance
I hope January is off to a good start for everyone. How is your New Year’s resolution coming along? So, how was the market last year? The market performed very well in 2010. Even though there were some scary moments and months, staying the course paid off. S&P 500 (^GSPC): Dec. 31, 2009: 1,115.10 Dec. [...]
November 2010 529 Vanguard Index Fund Portofilio Performance
First of all, I would like to apologize to my Feedburner subscribers for the accidental feed sent out last week. I was taking notes for a future post and must have hit the wrong button along the way! Overall market performance between October 29 and November 30: Dow Jones Industrial Average (^DJI): –1.01% S&P 500 [...]
Front-End Sales Charge for the Growth Fund of America (CGFAX)
Bad news: I just checked into the front-end sales charge for the Growth Fund of America (CGFAX). The sales charge is 5.75% if your balance is $0–$25,000 and 5.00% if your balance is $25,001–$50,000. I recall that a lot of the actively managed 529 funds do have a front-end sales charge, so this is not [...]
Benchmark Mutual Funds Determined
So I have searched the available funds and found two 529 funds that I am going to use as benchmarks to grade myself against. I am happy with the actively managed fund. It is a fund with a strong past performance and is managed by a board (as opposed to a single manager). The age-based [...]
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