Peter Burwash 401k
Performance
HelpPortfolio Return | -7.78% | 10.66% | 95.75% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.16% Target-Date 2030 |
72.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,027 (-21.03%) | -$30,498 (-30.50%) | +$23,212 (+23.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Schwab Fundamental US Large Company Index Fund | SFLNX | 35% | 55% | 81% |
TCW Total Return Bond Fund Class I | TGLMX | 35% | 19% | - |
Invesco Balanced-Risk Allocation Fund Class Y | ABRYX | 5% | - | - |
Schwab Fundamental Emerging Markets Large Company Index Fund | SFENX | 6% | 8% | 6% |
Schwab Fundamental International Small Company Index Fund | SFILX | 19% | 18% | 13% |
Total Portfolio | 100% | 100% | 100% |