Employee Benefit Plan Of Venerini Acedemy
Performance
HelpPortfolio Return | 44.60% | 41.56% | 31.97% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,852 (+15.85%) | -$21,510 (-21.51%) | -$69,942 (-69.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care Fund Investor Shares | VGHCX | 47% | 69% | 75% |
CVS Health Corp | CVS | 9% | 13% | 17% |
Baidu Inc (ADR) | BIDU | 6% | 7% | 8% |
Eaton Vance Core Plus Bond Fund Class A | EBABX | 38% | 11% | - |
Total Portfolio | 100% | 100% | 100% |