retire
Performance
HelpPortfolio Return | 43.45% | 69.58% | 126.88% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
∞% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,933 (+15.93%) | -∞ (-∞%) | +$27,173 (+27.17%) |
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% |