Vanguard Retirement Portfolio
Performance
HelpPortfolio Return | 57.44% | 86.95% | 138.73% |
Comparable Target-Date Fund [why this comparison?] |
49.15% Target-Date 2020 |
95.67% Target-Date 2030 |
149.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,295 (+8.29%) | -$8,720 (-8.72%) | -$10,404 (-10.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 12% | 12% | 10% |
Vanguard 500 Index Fund Admiral Class | VFIAX | 6% | 31% | 69% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 8% | 10% | 13% |
Vanguard Selected Value Fund Investor Shares | VASVX | 7% | 8% | 8% |
Vanguard Short-Term Investment-Grade Fund Admiral Shares | VFSUX | 36% | 17% | - |
Vanguard Wellington Fund Admiral Shares | VWENX | 31% | 22% | - |
Total Portfolio | 100% | 100% | 100% |