RAND Corporation
Performance
HelpPortfolio Return | 136.97% | 225.23% | 304.79% |
Comparable Target-Date Fund [why this comparison?] |
62.07% Target-Date 2020 |
110.99% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$74,900 (+74.90%) | +$114,248 (+114.25%) | +$138,139 (+138.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Explorer Fund Investor Class | VEXPX | 32% | 11% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 68% | 64% | 57% |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | 25% | 43% |
Total Portfolio | 100% | 100% | 100% |