Revised Profit Sharing Plan For Emp. Of Geico
Performance
HelpPortfolio Return | 53.78% | 92.61% | 152.74% |
Comparable Target-Date Fund [why this comparison?] |
33.80% Target-Date 2020 |
71.82% Target-Date 2030 |
115.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,976 (+19.98%) | +$20,789 (+20.79%) | +$37,352 (+37.35%) |
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% |