|YTD 12/11/07||Overall Gain|
|Vanguard Aggressive Growth Index Portfolio|
|Vanguard 500 Index|
|Vanguard Extended Market Index|
|Vanguard Developed Markets International Stock Index|
The table shows that the International Stock Index has done the best this year and over the past two years. Notably, the Vanguard Extended Market Index, which invests in small to mid-cap stocks, has under performed the other funds, indicating that we are likely in the late stages of the bull market when large cap stocks tend to perform better than small cap stocks.
Based on this analysis, I will make an adjustment to the allocation of next year's contributions. Instead of putting 25% in each fund, we will put 50% in 500 Index fund and 50% in the International Stock Index fund. The reason I didn't choose the Aggressive Growth Index is that it appears to approximate a 85%/15% blend of the 500 Index and International Index funds.
For more on Crossing Generations , check back every Thursday for a new segment.
This is not financial or investment advice. Please consult a professional advisor.
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