Finra Savings Plus Plan
Performance
HelpPortfolio Return | 55.22% | 92.30% | 154.36% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,624 (+25.62%) | +$28,029 (+28.03%) | +$51,070 (+51.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 8% | 13% | 19% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 32% | 50% | 71% |
Vanguard International Value Fund Investor Shares | VTRIX | 16% | 17% | 10% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 16% | 11% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 15% | 9% | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 7% | - | - |
Vanguard Prime Money Market Fund Investor Shares | VMMXX | 6% | - | - |
Total Portfolio | 100% | 100% | 100% |