retire
Performance
HelpPortfolio Return | 44.91% | 71.35% | 129.33% |
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) |
+$16,166 (+16.17%) | +$8,286 (+8.29%) | +$27,420 (+27.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 99% | 75% | 41% |
TIAA-CREF Lifecycle Retirement Income Fund Institutional Class | TLRIX | 1% | - | - |
Fidelity Select Automotive Portfolio | FSAVX | - | 25% | 45% |
United Parcel Service, Inc. | UPS | - | - | 7% |
Standard Motor Products, Inc. | SMP | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |