Promedica
Performance
HelpPortfolio Return | 33.10% | 39.18% | 46.51% |
Comparable Target-Date Fund [why this comparison?] |
-9.46% Target-Date 2020 |
7.76% Target-Date 2030 |
25.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$42,561 (+42.56%) | +$31,420 (+31.42%) | +$21,277 (+21.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 50% | 66% | 77% |
Dodge & Cox International Stock Fund | DODFX | 50% | 34% | 14% |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |