Wealthfront (Taxable Accounts)
Performance
HelpPortfolio Return | 104.12% | 155.97% | 212.00% |
Comparable Target-Date Fund [why this comparison?] |
46.40% Target-Date 2020 |
89.97% Target-Date 2030 |
139.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$57,725 (+57.73%) | +$66,000 (+66.00%) | +$72,096 (+72.10%) |
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% |