CPB-IRA-Rollover
Performance
HelpPortfolio Return | -13.59% | -43.55% | -66.07% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
71.16% Target-Date 2030 |
114.41% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$46,952 (-46.95%) | -$114,711 (-114.71%) | -$180,480 (-180.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care Fund Investor Shares | VGHCX | 53% | 82% | 100% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 47% | 18% | - |
Total Portfolio | 100% | 100% | 100% |