Berkshire Hathaway Automotive
Performance
HelpPortfolio Return | 28.02% | 51.48% | 99.02% |
Comparable Target-Date Fund [why this comparison?] |
13.29% Target-Date 2020 |
41.06% Target-Date 2030 |
72.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,727 (+14.73%) | +$10,427 (+10.43%) | +$27,003 (+27.00%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 6% | 10% | 13% |
Fidelity Government Income Fund | FGOVX | 10% | - | - |
Fidelity Puritan Fund | FPURX | 8% | 8% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | 11% | 17% | 8% |
Fidelity 500 Index | FXAIX | 8% | 26% | 59% |
Franklin U.S. Government Securities Fund Class R6 | FGORX | 6% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 13% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 24% | 39% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 14% | - | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | - | - | 9% |
Glenmede Small Cap Equity Portfolio Class Advisor | GTCSX | - | - | 6% |
Northern Small Cap Value Fund | NOSGX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |