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 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 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 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 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 [...]
March-2012 Vanguard 529 Index Fund Portfolio Update
This is going to be a quick post this month, very mechanical. Playing catch up. With the market performance during the month of May, I want to ensure everything is accurate, which means I have to get March and April updated first! March-2012 was the first month of the higher monthly payments, $76/month. The performance of our benchmarks between February [...]
Two-Year Performance of the Vanguard 529 Index Fund Portfolio
Another year has passed and it is time to review the performance of our Vanguard 529 portfolio. All returns noted below are from February 24, 2010, through February 29, 2012. Before I go into the actual results, I would like to reiterate the importance of a plan. I will be comparing the results with the overall market, [...]
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 [...]
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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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