Promedica
Performance
HelpPortfolio Return | 41.92% | 47.57% | 54.27% |
Comparable Target-Date Fund [why this comparison?] |
-7.20% Target-Date 2020 |
11.91% Target-Date 2030 |
30.86% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$49,120 (+49.12%) | +$35,655 (+35.66%) | +$23,413 (+23.41%) |
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% |