multco custom
Performance
HelpPortfolio Return | 60.38% | 98.99% | 155.01% |
Comparable Target-Date Fund [why this comparison?] |
76.00% Target-Date 2020 |
60.89% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$15,622 (-15.62%) | +$38,100 (+38.10%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 38% | 53% | 76% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 40% | 20% | - |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 22% | 17% | 10% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 10% | 8% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |