Disney Savings And Investment Plan
Performance
HelpPortfolio Return | 112.08% | 190.02% | 285.71% |
Comparable Target-Date Fund [why this comparison?] |
53.18% Target-Date 2020 |
98.05% Target-Date 2030 |
149.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$58,893 (+58.89%) | +$91,970 (+91.97%) | +$136,006 (+136.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 14% | 4% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 34% | 54% | 61% |
iShares MSCI Emerging Markets ETF | EEM | 8% | 8% | 7% |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | 4% | - |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 31% | 27% | - |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 3% | 23% |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |