Fidelity - No Cost iShares ETFs
Performance
HelpPortfolio Return | 80.37% | 110.04% | 146.04% |
Comparable Target-Date Fund [why this comparison?] |
88.63% Target-Date 2020 |
108.40% Target-Date 2030 |
126.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,257 (-8.26%) | +$1,640 (+1.64%) | +$19,245 (+19.25%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Micro-Cap ETF | IWC | 22% | 23% | 25% |
iShares Morningstar Large-Cap Value ETF | JKF | 30% | 43% | 24% |
iShares JP Morgan USD Emerging Markets Bond ETF | EMB | 10% | - | - |
PowerShares Emerging Markets Sovereign Debt Portfolio | PCY | 10% | - | - |
iShares Emerging Markets High Yield Bond ETF | EMHY | 12% | - | - |
iShares Core Long-Term US Bond ETF | ILTB | 7% | - | - |
iShares Trust | HYDB | 9% | - | - |
iShares Core Dividend Growth ETF | DGRO | - | 34% | - |
iShares MSCI KLD 400 Social ETF | DSI | - | - | 13% |
iShares Core S&P 500 ETF | IVV | - | - | 21% |
iShares Morningstar Large-Cap Growth ETF | JKE | - | - | 8% |
PowerShares Dynamic Large Cap Value Portfolio | PWV | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |