Firstrade - Commission Free ETFs
Performance
HelpPortfolio Return | 117.34% | 170.95% | 224.67% |
Comparable Target-Date Fund [why this comparison?] |
69.37% Target-Date 2020 |
123.57% Target-Date 2030 |
184.84% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$47,967 (+47.97%) | +$47,374 (+47.37%) | +$39,832 (+39.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Morningstar Large-Cap Growth ETF | JKE | 25% | 44% | 33% |
Vanguard High Dividend Yield ETF | VYM | 30% | 56% | - |
Vanguard Short-Term Bond ETF | BSV | 15% | - | - |
iShares Core 1-5 Year USD Bond ETF | ISTB | 30% | - | - |
PowerShares Dynamic Large Cap Value Portfolio | PWV | - | - | 13% |
Vanguard Mega Cap ETF | MGC | - | - | 12% |
iShares Core Dividend Growth ETF | DGRO | - | - | 42% |
Total Portfolio | 100% | 100% | 100% |