Emily D
Performance
HelpPortfolio Return | -26.29% | 54.75% | 229.32% |
Comparable Target-Date Fund [why this comparison?] |
29.41% Target-Date 2020 |
64.18% Target-Date 2030 |
103.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$55,693 (-55.69%) | -$9,436 (-9.44%) | +$125,682 (+125.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
CVS Health Corp | CVS | 10% | 14% | 17% |
Microsoft Corporation | MSFT | 15% | 22% | 31% |
Baidu Inc (ADR) | BIDU | 5% | 6% | 7% |
Delaware Healthcare Fund Class I | DLHIX | 28% | 40% | 45% |
Guggenheim Build America Bonds | XGBAX | 42% | 18% | - |
Total Portfolio | 100% | 100% | 100% |