U-Blox AG
Performance
HelpPortfolio Return | -15.74% | 30.93% | 95.46% |
Comparable Target-Date Fund [why this comparison?] |
8.15% Target-Date 2020 |
35.45% Target-Date 2030 |
66.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,889 (-23.89%) | -$4,517 (-4.52%) | +$28,833 (+28.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 8% | 13% | 18% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 4% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 28% | 11% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 43% | 15% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 4% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 7% | 12% | 17% |
TIAA-CREF Small-Cap Blend Index Fund Institutional Class | TISBX | 6% | 9% | 14% |
Vanguard Balanced Index Fund Admiral Shares | VBIAX | - | 11% | - |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | - | 5% | 7% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 7% | - |
State Street Equity 500 Index Fund Service Shares | STBIX | - | 10% | 23% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 7% | - |
BlackRock Large Cap Index Fund Class K Shares | BRGKX | - | - | 21% |
Total Portfolio | 100% | 100% | 100% |