Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

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 [...]

Updates: June-2012 Vanguard 529 Index Fund and More Free Money from Upromise

Here are some quick updates for everyone. The asset allocations for the five index funds were posted at the start of the month; we did not get a chance to rebalance, which is OK.  I would rather have to rebalance because a fund has grown too large as opposed to the fund having lost too [...]

Free Money from Upromise!

Good news: Genevieve got her first Upromise deposit into her 529 college savings account. We had previously linked our Upromise account to her Vanguard 529 college savings plan and set the transfer minimum with Upromise to $50. Upromise makes transfers only once a quarter. When we hit $50 in our Upromise account, the transfer was [...]

Boost Your 529 College Savings Plan With Upromise

Click on the Upromise banner to open your Upromise account! When saving for your child’s college education, every little bit of extra cash helps. One way to get a little bit of extra cash is through Upromise. Upromise is a free service that helps you get money for college bills and student loans from the [...]

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

Enter your email address:

Delivered by FeedBurner

Search

Join U Promise for FREE

Turn Your Everyday Spending into College Savings!

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.

Admin