Trollxiaware
Performance
HelpPortfolio Return | 53.87% | 103.71% | 167.77% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,758 (+23.76%) | +$38,501 (+38.50%) | +$63,007 (+63.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 24% | 42% | 59% |
Vanguard Growth Index Fund Investor Shares | VIGRX | 10% | 12% | 16% |
Vanguard Intermediate-Term Treasury Fund Investor Shares | VFITX | 5% | - | - |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | 8% | 10% | 14% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 11% | 6% | - |
Prudential High-Yield Fund Class Z | PHYZX | 8% | - | - |
First Eagle Overseas Fund Class I | SGOIX | 23% | 24% | - |
PIMCO Total Return Fund Class P | PTTPX | 11% | 6% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |