Stinger Ghaffarian Technologies Inc. 401(k)
Performance
HelpPortfolio Return | 51.97% | 85.13% | 148.38% |
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) |
+$23,226 (+23.23%) | +$22,065 (+22.07%) | +$46,465 (+46.46%) |
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% |