Vanguard-CPB-IRA-Rollover
Performance
HelpPortfolio Return | -10.45% | -36.52% | -56.63% |
Comparable Target-Date Fund [why this comparison?] |
32.57% Target-Date 2020 |
69.32% Target-Date 2030 |
110.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$43,026 (-43.03%) | -$105,835 (-105.83%) | -$167,431 (-167.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care Fund Investor Shares | VGHCX | 15% | 22% | 14% |
Vanguard Dividend Growth Fund Investor Shares | VDIGX | 42% | 60% | 77% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 14% | 14% | - |
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | VFICX | 9% | - | - |
Vanguard Long-Term Investment-Grade Fund Investor Shares | VWESX | 6% | - | - |
Vanguard Prime Money Market Fund Investor Shares | VMMXX | 14% | 4% | - |
Norfolk Southern Corp. | NSC | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |