Fidelity - No Cost iShares ETFs
Performance
HelpPortfolio Return | 72.69% | 110.62% | 157.72% |
Comparable Target-Date Fund [why this comparison?] |
55.08% Target-Date 2020 |
92.86% Target-Date 2030 |
138.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,613 (+17.61%) | +$17,761 (+17.76%) | +$19,348 (+19.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Micro-Cap ETF | IWC | 9% | 15% | 12% |
iShares Morningstar Large-Cap Growth ETF | JKE | 21% | 33% | 39% |
iShares Morningstar Large-Cap Value ETF | JKF | 15% | 29% | 13% |
iShares GNMA Bond ETF | GNMA | 8% | - | - |
iShares Core 1-5 Year USD Bond ETF | ISTB | 20% | 23% | - |
iShares MSCI Europe Small-Cap ETF | IEUS | 11% | - | - |
iShares Core 5-10 Year USD Bond ETF | IMTB | 16% | - | - |
Powershares FTSE RAFI US 1000 Portfolio | PRF | - | - | 22% |
iShares Core Dividend Growth ETF | DGRO | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |