Joyent, Inc.
Performance
HelpPortfolio Return | 62.36% | 56.99% | 58.64% |
Comparable Target-Date Fund [why this comparison?] |
45.97% Target-Date 2020 |
89.55% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,392 (+16.39%) | -$32,562 (-32.56%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Conservative Growth Fund Investor Shares | VSCGX | 14% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 47% | 50% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 10% | - | - |
Putnam High Yield Advantage Fund Class Y | PHAYX | 6% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | 12% | 14% | 23% |
T. Rowe Price New America Growth Fund | PRWAX | 11% | 13% | 16% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 23% | 57% |
Fidelity Advisor Technology Fund I Class | FATIX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |