IRA plan with fidelity, vanguard ETF
Performance
HelpPortfolio Return | 12.86% | 28.46% | 38.26% |
Comparable Target-Date Fund [why this comparison?] |
0.59% Target-Date 2020 |
95.86% Target-Date 2030 |
31.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,264 (+12.26%) | -$67,400 (-67.40%) | +$7,173 (+7.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Micro-Cap ETF | IWC | 16% | 14% | 13% |
Vanguard High Dividend Yield ETF | VYM | 35% | 10% | - |
iShares Core 1-5 Year USD Bond ETF | ISTB | 49% | 23% | - |
iShares Russell Top 200 ETF | IWL | - | 26% | 11% |
Vanguard Mega Cap Growth ETF | MGK | - | 16% | 8% |
Vanguard Mega Cap Value ETF | MGV | - | 11% | - |
iShares MSCI EAFE Value ETF | EFV | - | - | 9% |
Vanguard Growth ETF | VUG | - | - | 9% |
Vanguard Mega Cap ETF | MGC | - | - | 18% |
Vanguard S&P 500 ETF | VOO | - | - | 13% |
iShares Core Dividend Growth ETF | DGRO | - | - | 19% |
Total Portfolio | 100% | 100% | 100% |