Boyd-Bucanan School
Performance
HelpPortfolio Return | -4.75% | 43.60% | 93.47% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
50.37% Target-Date 2030 |
65.08% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -$6,770 (-6.77%) | +$28,391 (+28.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 13% | 31% | 52% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 36% | 30% | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 8% | 11% |
JPMorgan Disciplined Equity Fund Class R6 | JDEUX | 8% | 14% | 26% |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 16% | 10% | - |
Vanguard Strategic Small-Cap Equity Fund Investor Shares | VSTCX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |