Next Capital Management
Performance
HelpPortfolio Return | -55.23% | 5.42% | 115.49% |
Comparable Target-Date Fund [why this comparison?] |
39.65% Target-Date 2020 |
80.76% Target-Date 2030 |
127.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$94,873 (-94.87%) | -$75,345 (-75.35%) | -$12,178 (-12.18%) |
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% |