See their articles on your Seeking Alpha homepage and in your feed.
Real-time alerts on this author
Get their new articles emailed to you as they are published.
Daily digest on all my authors
Get all your favorite authors’ new articles emailed to you in one daily digest.
This user currently has no profile.
Certified program manager (PMP) with a background in engineering. Fundamental investor who's portfolio consists of buy-and-hold dividend growth companies, growth companies (short-term) and index fund portfolio management (retirement / long-term savings).
Currently, you have no company profile. Click edit to add a company profile.
FOLLOW MY 529
This blog will track the performance of my daughter’s 529 fund. I have set up a Vanguard portfolio with index funds using a 70% stock/30% bond split. I will rebalance if one funds grows to a certain value (as opposed to buying and holding). Check back regularly or subscribe for updates to see how my ...More
investment strategy does when benchmarked against an actively managed fund and against the popular age-based portfolios. I believe over the next 18 years, this “moderate” portfolio of index funds can outperform an actively managed fund and an age-based fund without requiring too much extra work.
Way too often, you see charts and graphs comparing certain funds or portfolios with certain benchmarks. It seems like the benchmarks (S&P 500, DOW, NASDAQ, etc.) always differ for yearly gains and you just never know how these comparisons are being made. Also, we all read the investment articles that talk about past performance. When you have historical data, it is easy to put together asset allocations that perform great!
This blog will test all of the theories. The same metric will be used for all comparisons. Wish me luck!
Currently, you have no book details. Click edit to add book details.