multco custom
Performance
HelpPortfolio Return | 65.30% | 106.39% | 166.77% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,480 (+34.48%) | +$39,799 (+39.80%) | +$59,163 (+59.16%) |
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% |