miescke1
Performance
HelpPortfolio Return | 174.95% | 206.03% | 238.88% |
Comparable Target-Date Fund [why this comparison?] |
51.73% Target-Date 2020 |
95.94% Target-Date 2030 |
146.98% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$123,224 (+123.22%) | +$110,086 (+110.09%) | +$91,891 (+91.89%) |
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% |