El Guapo 401k
Performance
HelpPortfolio Return | 48.21% | 83.13% | 155.59% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,913 (+21.91%) | +$11,063 (+11.06%) | +$60,490 (+60.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 70% | 68% | 8% |
PIMCO Foreign Bond (Unhedged) Fund Institutional Class | PFUIX | 30% | 7% | - |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 25% | 75% |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 17% |
Total Portfolio | 100% | 100% | 100% |