Boston Properties
Performance
HelpPortfolio Return | 42.27% | 73.30% | 124.34% |
Comparable Target-Date Fund [why this comparison?] |
12.82% Target-Date 2020 |
41.71% Target-Date 2030 |
73.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,444 (+29.44%) | +$31,596 (+31.60%) | +$50,984 (+50.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 20% | 8% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 7% | 6% | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 29% | 51% | 88% |
Dodge & Cox International Stock Fund | DODFX | 8% | 8% | 12% |
Dodge & Cox Income Fund | DODIX | 20% | 11% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 9% | 9% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 7% | 7% | - |
Total Portfolio | 100% | 100% | 100% |