Core ETF plan
Performance
HelpPortfolio Return | 69.12% | 106.52% | 151.82% |
Comparable Target-Date Fund [why this comparison?] |
39.86% Target-Date 2020 |
80.97% Target-Date 2030 |
127.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,260 (+29.26%) | +$25,552 (+25.55%) | +$24,205 (+24.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SPDR S&P 500 ETF Trust | SPY | 37% | 59% | 81% |
Vanguard Small-Cap Value ETF | VBR | 9% | 10% | 14% |
Vanguard FTSE Emerging Markets ETF | VWO | 10% | 10% | 5% |
iShares International Treasury Bond ETF | IGOV | 8% | - | - |
Vanguard Short-Term Bond ETF | BSV | 36% | 21% | - |
Total Portfolio | 100% | 100% | 100% |