Revised Profit Sharing Plan For Emp. Of Geico
Performance
HelpPortfolio Return | 55.44% | 94.97% | 156.12% |
Comparable Target-Date Fund [why this comparison?] |
34.64% Target-Date 2020 |
73.01% Target-Date 2030 |
116.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,801 (+20.80%) | +$21,966 (+21.97%) | +$39,348 (+39.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 31% | 51% | 72% |
Vanguard Windsor Fund Admiral Shares | VWNEX | 8% | 5% | 6% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 42% | 20% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 17% | 10% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 12% |
Total Portfolio | 100% | 100% | 100% |