Promedica
Performance
HelpPortfolio Return | 33.42% | 39.76% | 47.40% |
Comparable Target-Date Fund [why this comparison?] |
-9.33% Target-Date 2020 |
8.03% Target-Date 2030 |
25.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$42,748 (+42.75%) | +$31,732 (+31.73%) | +$21,606 (+21.61%) |
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% |