MPDE
Performance
HelpPortfolio Return | 78.22% | 176.85% | 314.49% |
Comparable Target-Date Fund [why this comparison?] |
72.12% Target-Date 2020 |
128.20% Target-Date 2030 |
192.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,099 (+6.10%) | +$48,646 (+48.65%) | +$122,456 (+122.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | 2% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 30% | 10% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 9% | 5% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 14% | 35% | 59% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 14% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 17% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 24% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 8% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |