TS
Performance
HelpPortfolio Return | 165.04% | 633.44% | 227.42% |
Comparable Target-Date Fund [why this comparison?] |
50.78% Target-Date 2020 |
94.00% Target-Date 2030 |
143.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$114,268 (+114.27%) | +$539,440 (+539.44%) | +$83,846 (+83.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Schwab Treasury Inflation Protected Securities Index Fund | SWRSX | 39% | 21% | - |
Vanguard Dividend Appreciation ETF | VIG | 10% | 8% | - |
Vanguard Total Stock Market ETF | VTI | 44% | 71% | 93% |
PowerShares Emerging Markets Sovereign Debt Portfolio | PCY | 7% | - | - |
iShares Core S&P Small-Cap ETF | IJR | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |