Wealthfront (Taxable Accounts)
Performance
HelpPortfolio Return | 106.69% | 158.07% | 211.62% |
Comparable Target-Date Fund [why this comparison?] |
49.74% Target-Date 2020 |
95.73% Target-Date 2030 |
149.17% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$56,951 (+56.95%) | +$62,339 (+62.34%) | +$62,443 (+62.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Dividend Appreciation ETF | VIG | 8% | 7% | - |
Vanguard Total Stock Market ETF | VTI | 39% | 63% | 100% |
Vanguard FTSE Emerging Markets ETF | VWO | 10% | 10% | - |
iShares National Muni Bond ETF | MUB | 15% | 7% | - |
Schwab U.S. TIPs ETF | SCHP | 28% | 13% | - |
Total Portfolio | 100% | 100% | 100% |