Occidental Petroleum Corporation Savings Plan
Performance
HelpPortfolio Return | 52.52% | 88.64% | 146.36% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,521 (+25.52%) | +$28,336 (+28.34%) | +$48,465 (+48.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | 37% | 15% | - |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 18% | 36% | 68% |
Fidelity Contrafund Fund | FCNTX | 13% | 15% | 12% |
Causeway International Value Fund Class Institutional | CIVIX | 9% | 10% | 9% |
Dodge & Cox Balanced Fund | DODBX | 23% | 24% | - |
AB Discovery Value Fund Class A | ABASX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |