Kauth, Pomeroy, Peck & Bailey, LLP
Performance
HelpPortfolio Return | 97.39% | 152.17% | 219.21% |
Comparable Target-Date Fund [why this comparison?] |
62.95% Target-Date 2020 |
112.75% Target-Date 2030 |
170.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,437 (+34.44%) | +$39,422 (+39.42%) | +$48,854 (+48.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 10% | 7% | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 11% | 8% | - |
Delaware Wealth Builder Fund Institutional Class | DDIIX | 19% | 20% | - |
Fidelity Advisor New Insights Fund Class I | FINSX | 18% | 32% | 50% |
First Eagle Overseas Fund Class I | SGOIX | 15% | 13% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 20% | - | - |
T. Rowe Price Financial Services Fund | PRISX | 7% | 10% | 26% |
American Century Equity Income Fund Investor Class | TWEIX | - | 10% | 17% |
BlackRock Science & Technology Opportunities Portfolio Institutional Shares | BGSIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |