Promedica
Performance
HelpPortfolio Return | 35.58% | 41.48% | 48.65% |
Comparable Target-Date Fund [why this comparison?] |
-8.89% Target-Date 2020 |
8.81% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$44,468 (+44.47%) | +$32,668 (+32.67%) | -∞ (-∞%) |
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% |