Lockheed Martin Corporation Capital Accumulation Plan
Performance
HelpPortfolio Return | -87.70% | -48.60% | 651.30% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.26% Target-Date 2030 |
97.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$114,747 (-114.75%) | -$108,860 (-108.86%) | +$553,702 (+553.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 3000 ETF | IWV | 8% | 23% | 54% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 10% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 14% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 18% | 7% | - |
BlackRock Small Cap Index Fund Institutional Shares | MASKX | 5% | 6% | 11% |
Northern Bond Index Fund | NOBOX | 18% | 8% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 12% | 16% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 14% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 7% | - |
SSgA S&P 500 Index Fund N Class | SVSPX | - | 5% | 10% |
iShares MSCI ACWI ETF | ACWI | - | - | 14% |
SPDR MSCI ACWI IMI ETF US | ACIM | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |