De Novo Software
Performance
HelpPortfolio Return | -67.25% | -50.83% | -39.67% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
∞% Target-Date 2030 |
189.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -∞ (-∞%) | -$229,616 (-229.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Emerging Markets Stock Index Fund Investor Shares | VEIEX | 6% | 7% | - |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | 13% | 15% | 10% |
Vanguard GNMA Fund Investor Shares | VFIIX | 33% | 21% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 15% | 15% | 14% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 11% | - | - |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 9% | 9% | - |
Vanguard High Dividend Yield Index Fund | 13% | 15% | 15% | |
Vanguard 500 Index Fund Investor Class | VFINX | - | 18% | 19% |
Vanguard Diversified Equity Fund Investor Shares | VDEQX | - | - | 21% |
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | - | - | 7% |
Vanguard Growth and Income Fund Investor Shares | VQNPX | - | - | 5% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 4% |
Vanguard Value Index Fund Investor Shares | VIVAX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |