CPB-IRA-Rollover
Performance
HelpPortfolio Return | -12.09% | -42.32% | -65.23% |
Comparable Target-Date Fund [why this comparison?] |
35.18% Target-Date 2020 |
73.95% Target-Date 2030 |
118.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,276 (-47.28%) | -$116,266 (-116.27%) | -$183,670 (-183.67%) |
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% |