multco custom
Performance
HelpPortfolio Return | 62.31% | 101.36% | 157.94% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,567 (+33.57%) | +$38,290 (+38.29%) | +$56,031 (+56.03%) |
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% |