miescke1
Performance
HelpPortfolio Return | 198.87% | 231.57% | 264.51% |
Comparable Target-Date Fund [why this comparison?] |
54.81% Target-Date 2020 |
100.65% Target-Date 2030 |
153.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$144,061 (+144.06%) | +$130,914 (+130.91%) | +$111,281 (+111.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Dividend Appreciation ETF | VIG | 100% | 54% | - |
Vanguard Total Stock Market ETF | VTI | - | 46% | 93% |
iShares Core S&P Small-Cap ETF | IJR | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |