Bob's
Performance
HelpPortfolio Return | 85.43% | 116.46% | 141.12% |
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) |
+$52,861 (+52.86%) | +$47,145 (+47.14%) | +$30,320 (+30.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth ETF | VUG | 14% | 14% | 11% |
Vanguard Mega Cap Growth ETF | MGK | 9% | 8% | 8% |
Vanguard Mega Cap Value ETF | MGV | 30% | 32% | 16% |
Vanguard Total International Bond ETF | BNDX | 31% | 14% | - |
Vanguard Short-Term Inflation-Protected Securities ETF | VTIP | 16% | 9% | - |
Vanguard Mega Cap ETF | MGC | - | 23% | 20% |
Vanguard Large-Cap ETF | VV | - | - | 13% |
Vanguard S&P 500 ETF | VOO | - | - | 14% |
Vanguard Russell 2000 | VTWO | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |