El Guapo 401k
Performance
HelpPortfolio Return | 51.62% | 88.46% | 163.59% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
169.10% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,873 (+22.87%) | -$80,641 (-80.64%) | -∞ (-∞%) |
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% |