Stinger Ghaffarian Technologies Inc. 401(k)
Performance
HelpPortfolio Return | 48.97% | 80.71% | 141.41% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,439 (+22.44%) | +$21,387 (+21.39%) | +$45,321 (+45.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 19% | 22% | 29% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 24% | 19% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 15% | 17% | 21% |
Schwab Small Cap Index Fund | SWSSX | 5% | 8% | 13% |
Schwab Fundamental International Small Company Index Fund | SFILX | 22% | 19% | - |
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares | VSIGX | 15% | - | - |
Schwab S&P 500 Index Fund | SWPPX | - | 15% | 25% |
Schwab Fundamental International Large Company Index Fund | SFNNX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |