David&Goliath
Performance
HelpPortfolio Return | 79.53% | 131.50% | 191.56% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,106 (+18.11%) | +$21,714 (+21.71%) | +$26,815 (+26.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2010 Fund Class T | FCFTX | 7% | - | - |
Fidelity Advisor Freedom Income Fund Class T | FTAFX | 4% | - | - |
Fidelity Advisor Freedom 2005 Fund Class T | FFTVX | 10% | 9% | - |
Fidelity Advisor Freedom 2025 Fund Class T | FTTWX | 16% | 11% | - |
Fidelity Advisor Stock Selector Large Cap Value Fund Class T | FLUTX | 7% | 10% | 20% |
Fidelity Advisor Freedom 2020 Fund Class T | FDTFX | 11% | - | - |
Fidelity Advisor Freedom 2015 Fund Class T | FFVTX | 11% | 9% | - |
John Hancock Fundamental Large Cap Core Fund Class A | TAGRX | 11% | 13% | 24% |
Oppenheimer Main Street Select Fund Class A | OMSOX | 15% | 29% | 56% |
PIMCO Total Return Fund Class A | PTTAX | 8% | - | - |
Fidelity Advisor Freedom 2040 Fund Class T | FTFFX | - | 8% | - |
Fidelity Advisor Freedom 2035 Fund Class T | FTTHX | - | 11% | - |
Total Portfolio | 100% | 100% | 100% |