BG&L Profit Sharing 401(k) Plan
Performance
HelpPortfolio Return | 42.32% | 74.76% | 131.41% |
Comparable Target-Date Fund [why this comparison?] |
20.13% Target-Date 2020 |
52.67% Target-Date 2030 |
90.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,188 (+22.19%) | +$22,089 (+22.09%) | +$40,594 (+40.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Selected Value Fund Investor Shares | VASVX | 6% | 6% | 7% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 28% | 43% | 69% |
PIMCO Total Return Fund Institutional Class | PTTRX | 29% | 15% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 11% | 11% |
T. Rowe Price Short-Term Bond Fund | PRWBX | 15% | 7% | - |
T. Rowe Price Overseas Stock Fund | TROSX | 14% | 13% | 8% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 5% | 5% |
Total Portfolio | 100% | 100% | 100% |