Mostly Vanguard stuff
Performance
HelpPortfolio Return | 64.67% | 81.45% | 98.06% |
Comparable Target-Date Fund [why this comparison?] |
51.31% Target-Date 2020 |
59.88% Target-Date 2030 |
68.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,361 (+13.36%) | +$21,563 (+21.56%) | +$29,926 (+29.93%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Wellington Fund Admiral Shares | VWENX | 51% | 50% | 7% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 20% | - | - |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | 16% | 13% | 10% |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | 13% | 16% | 20% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 21% | 63% |
Total Portfolio | 100% | 100% | 100% |