VBO
Performance
HelpPortfolio Return | 79.74% | 91.76% | 100.24% |
Comparable Target-Date Fund [why this comparison?] |
37.01% Target-Date 2020 |
77.12% Target-Date 2030 |
123.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$42,730 (+42.73%) | +$14,643 (+14.64%) | -$23,107 (-23.11%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care ETF | VHT | 16% | 15% | 13% |
Vanguard Dividend Appreciation ETF | VIG | 27% | 33% | 43% |
Vanguard FTSE Developed Markets ETF | VEA | 6% | 14% | 9% |
Vanguard Emerging Markets Government Bond ETF | VWOB | 51% | 21% | - |
Vanguard High Dividend Yield ETF | VYM | - | 10% | 14% |
PowerShares S&P SmallCap Health Care Portfolio | PSCH | - | 7% | 11% |
Vanguard Small-Cap Value ETF | VBR | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |