Thomson Reuters
Performance
HelpPortfolio Return | 108.31% | 177.58% | 265.09% |
Comparable Target-Date Fund [why this comparison?] |
57.12% Target-Date 2020 |
103.87% Target-Date 2030 |
158.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$51,184 (+51.18%) | +$73,713 (+73.71%) | +$106,758 (+106.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 30% | 49% | 70% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | - | - |
Dodge & Cox Income Fund | DODIX | 20% | 22% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 11% | - | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 11% | 14% | 20% |
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | VFWPX | 16% | 15% | 10% |
Total Portfolio | 100% | 100% | 100% |