Video Gaming Technologies, Inc. Profit Sharing Pla
Performance
HelpPortfolio Return | 52.13% | 91.00% | 141.78% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,534 (+22.53%) | +$26,730 (+26.73%) | +$38,486 (+38.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Government Bond Fund Class A | ABTAX | 15% | - | - |
American Funds New Perspective Fund Class R-3 | RNPCX | 12% | 14% | 13% |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 20% | 19% | - |
PIMCO Income Fund Class A | PONAX | 13% | 7% | - |
T. Rowe Price Equity Index 500 Fund | PREIX | 19% | 37% | 62% |
Invesco Equity and Income Fund Class A | ACEIX | 21% | 17% | - |
Invesco Growth and Income Fund Class A | ACGIX | - | 6% | 16% |
Janus Triton Fund Class S | JGMIX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |