Firstrade - Commission Free ETFs
Performance
HelpPortfolio Return | 123.52% | 183.32% | 237.64% |
Comparable Target-Date Fund [why this comparison?] |
73.75% Target-Date 2020 |
130.86% Target-Date 2030 |
196.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$49,771 (+49.77%) | +$52,469 (+52.47%) | +$41,543 (+41.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Morningstar Large-Cap Growth ETF | JKE | 25% | 44% | 33% |
Vanguard High Dividend Yield ETF | VYM | 30% | 56% | - |
Vanguard Short-Term Bond ETF | BSV | 15% | - | - |
iShares Core 1-5 Year USD Bond ETF | ISTB | 30% | - | - |
PowerShares Dynamic Large Cap Value Portfolio | PWV | - | - | 13% |
Vanguard Mega Cap ETF | MGC | - | - | 12% |
iShares Core Dividend Growth ETF | DGRO | - | - | 42% |
Total Portfolio | 100% | 100% | 100% |