Target
Performance
HelpPortfolio Return | 63.70% | 75.92% | 97.38% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.82% Target-Date 2030 |
113.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,908 (+29.91%) | +$5,098 (+5.10%) | -$15,818 (-15.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Gilead Sciences, Inc. | GILD | 7% | - | - |
Lazard Global Listed Infrastructure Portfolio Institutional Shares | GLIFX | 34% | 26% | 14% |
Harding Loevner Frontier Emerging Markets Fund Institutional Class | HLFMX | 51% | 32% | 6% |
Gotham Enhanced Return Fund Institutional Class Shares | GENIX | 8% | 42% | 80% |
Total Portfolio | 100% | 100% | 100% |