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Performance
HelpPortfolio Return | 30.84% | 62.72% | 113.59% |
Comparable Target-Date Fund [why this comparison?] |
19.49% Target-Date 2020 |
51.41% Target-Date 2030 |
88.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,358 (+11.36%) | +$11,315 (+11.32%) | +$25,392 (+25.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 24% | 44% | 67% |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 40% | 33% | - |
Dodge & Cox International Stock Fund | DODFX | 10% | 13% | 11% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 26% | 6% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 4% | 7% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 9% |
Homestead Small Company Stock Fund | HSCSX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |