TD Ameritrade - Commission Free ETFs
Performance
HelpPortfolio Return | 86.01% | 148.25% | 204.60% |
Comparable Target-Date Fund [why this comparison?] |
65.54% Target-Date 2020 |
108.41% Target-Date 2030 |
159.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,471 (+20.47%) | +$39,841 (+39.84%) | +$45,272 (+45.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Short Maturity Bond ETF | NEAR | 15% | - | - |
SPDR S&P Fossil Fuel Reserves Free ETF | SPYX | 54% | 62% | 21% |
JP Morgan ETF Shs Ultra Short Income Fund | JPST | 31% | - | - |
WisdomTree Earnings 500 Fund | EPS | - | 31% | 32% |
SPDR S&P 500 Growth ETF | SPYG | - | 7% | 7% |
iShs MSCI USA Shs | ESGU | - | - | 5% |
SPDR Prt Lrg Cp Shs | SPLG | - | - | 4% |
SPDR Prt Tl Stk Shs | SPTM | - | - | 31% |
Total Portfolio | 100% | 100% | 100% |