Promedica
Performance
HelpPortfolio Return | 43.40% | 49.15% | 55.94% |
Comparable Target-Date Fund [why this comparison?] |
-6.40% Target-Date 2020 |
12.67% Target-Date 2030 |
32.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$49,793 (+49.79%) | +$36,479 (+36.48%) | +$23,343 (+23.34%) |
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% |