Fremont Select ETFs
Performance
HelpPortfolio Return | 76.94% | 118.45% | 165.19% |
Comparable Target-Date Fund [why this comparison?] |
50.58% Target-Date 2020 |
97.78% Target-Date 2030 |
151.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,363 (+26.36%) | +$20,668 (+20.67%) | +$13,312 (+13.31%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Short-Term Bond ETF | BSV | 32% | 15% | - |
Schwab International Small-Cap Equity ETF | SCHC | 23% | 12% | - |
Schwab U.S. Large-Cap Growth ETF | SCHG | 21% | 20% | 20% |
Guggenheim BulletShares 2020 Corporate Bond ETF | BSCK | 10% | 6% | - |
Schwab US Dividend Equity ETF | SCHD | 14% | 3% | - |
iShares MSCI EAFE Value ETF | EFV | - | 6% | 11% |
Powershares FTSE RAFI US 1000 Portfolio | PRF | - | 19% | 23% |
Schwab US Large-Cap ETF | SCHX | - | 19% | 21% |
Schwab US Broad Market ETF | SCHB | - | - | 25% |
Total Portfolio | 100% | 100% | 100% |