Diversification
Performance
HelpPortfolio Return | -70.75% | -19.50% | 44.90% |
Comparable Target-Date Fund [why this comparison?] |
1.62% Target-Date 2020 |
24.46% Target-Date 2030 |
49.50% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,371 (-72.37%) | -$43,960 (-43.96%) | -$4,602 (-4.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 1000 Growth ETF | IWF | 19% | 36% | 46% |
First Eagle Overseas Fund Class I | SGOIX | 81% | 46% | 9% |
John Hancock Funds Disciplined Value Mid Cap Fund Class I | JVMIX | - | 18% | 30% |
Delaware Small Cap Core Fund Institutional Class | DCCIX | - | - | 9% |
Edgewood Growth Fund Class Institutional | EGFIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |