Target
Performance
HelpPortfolio Return | 67.93% | 79.95% | 101.18% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
74.36% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,964 (+31.96%) | +$5,593 (+5.59%) | -$17,411 (-17.41%) |
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% |