Wealthfront (Tax-Exempt Accounts)
Performance
HelpPortfolio Return | 112.58% | 152.38% | 202.58% |
Comparable Target-Date Fund [why this comparison?] |
45.43% Target-Date 2020 |
88.35% Target-Date 2030 |
137.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$67,151 (+67.15%) | +$64,028 (+64.03%) | +$65,419 (+65.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Dividend Appreciation ETF | VIG | 11% | 9% | - |
Vanguard Total Stock Market ETF | VTI | 36% | 61% | 100% |
Vanguard FTSE Emerging Markets ETF | VWO | 9% | 9% | - |
iShares JP Morgan USD Emerging Markets Bond ETF | EMB | 9% | 6% | - |
Schwab U.S. TIPs ETF | SCHP | 35% | 15% | - |
Total Portfolio | 100% | 100% | 100% |