Next Capital Management
Performance
HelpPortfolio Return | -55.06% | 5.89% | 116.68% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
82.28% Target-Date 2030 |
129.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$95,591 (-95.59%) | -$76,386 (-76.39%) | -$13,288 (-13.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Edgewood Growth Fund Retail Class | EGFFX | 15% | 23% | 31% |
Schwab Fundamental US Large Company Index Fund | SFLNX | 20% | 37% | 55% |
Schwab Fundamental International Large Company Index Fund | SFNNX | 18% | 17% | 14% |
JPMorgan Mortgage-Backed Securities Fund Class A | OMBAX | 12% | 8% | - |
AQR Diversified Arbitrage Fund Class N | ADANX | 9% | 8% | - |
DoubleLine Total Return Bond Fund Class N | DLTNX | 15% | 7% | - |
Litman Gregory Masters Alternative Strategies Fund Investor Class | MASNX | 11% | - | - |
Total Portfolio | 100% | 100% | 100% |