Underwood - ETFs 2
Performance
HelpPortfolio Return | 156.76% | 239.43% | 187.23% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
94.10% Target-Date 2030 |
145.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$107,823 (+107.82%) | +$145,330 (+145.33%) | +$41,471 (+41.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth ETF | VUG | 10% | 9% | 13% |
Vanguard High Dividend Yield ETF | VYM | 16% | 11% | 14% |
Vanguard FTSE All World ex-US Small-Cap ETF | VSS | 11% | 11% | - |
Vanguard Mega Cap Growth ETF | MGK | 9% | 8% | 9% |
Vanguard Short-Term Bond ETF | BSV | 41% | 18% | - |
Schwab International Small-Cap Equity ETF | SCHC | 13% | 13% | - |
Vanguard Mega Cap ETF | MGC | - | 10% | 17% |
Vanguard Mega Cap Value ETF | MGV | - | 13% | - |
Vanguard Russell 1000 Growth ETF | VONG | - | 7% | - |
Vanguard Value ETF | VTV | - | - | 9% |
Schwab U.S. Large-Cap Growth ETF | SCHG | - | - | 9% |
Vanguard S&P 500 ETF | VOO | - | - | 12% |
Vanguard Russell 2000 | VTWO | - | - | 12% |
Vanguard Russell 2000 Value | VTWV | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |