Sanju's Plan
Performance
HelpPortfolio Return | 14.56% | 36.16% | 63.35% |
Comparable Target-Date Fund [why this comparison?] |
-5.71% Target-Date 2020 |
22.30% Target-Date 2030 |
34.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,273 (+20.27%) | +$13,857 (+13.86%) | +$29,215 (+29.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Driehaus Emerging Markets Growth Fund | DREGX | 6% | 7% | 7% |
Fidelity Total Market Index | FSKAX | 30% | 57% | 88% |
Fidelity U.S. Bond Index | FXNAX | 14% | - | - |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 18% | 12% | - |
American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | 18% | 14% | - |
American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | 14% | 10% | - |
AMG Managers Skyline Special Equities Fund Class S | SKSEX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |