CSI Updated Jan2016
Performance
HelpPortfolio Return | 16.79% | 66.70% | 107.74% |
Comparable Target-Date Fund [why this comparison?] |
12.16% Target-Date 2020 |
39.17% Target-Date 2030 |
69.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,637 (+4.64%) | +$27,528 (+27.53%) | +$38,533 (+38.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 8% | 28% | 75% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 18% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 20% | 11% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 13% | 6% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 20% | 17% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 7% | 16% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 13% | - |
T. Rowe Price International Discovery Fund | PRIDX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |