Blue Point Capital Partners, L.L.C. Employees Savings Trust
Performance
HelpPortfolio Return | -88.99% | -86.47% | 125.45% |
Comparable Target-Date Fund [why this comparison?] |
46.21% Target-Date 2020 |
63.51% Target-Date 2030 |
78.27% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$135,200 (-135.20%) | -$149,981 (-149.98%) | +$47,181 (+47.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 15% | 20% | 26% |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 9% | 8% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | 6% | 9% | 15% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 18% | 20% | 25% |
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 31% | 10% | - |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 8% | 6% | - |
BlackRock International Index Fund Class K Shares | BTMKX | 6% | 6% | - |
JPMorgan US Aggregate Bond ETF | JAGG | 7% | 7% | - |
BlackRock S&P 500 Index Fund Class K Share | WFSPX | - | 14% | 34% |
Total Portfolio | 100% | 100% | 100% |