CPB-IRA-Rollover
Performance
HelpPortfolio Return | -13.68% | -43.69% | -66.19% |
Comparable Target-Date Fund [why this comparison?] |
33.16% Target-Date 2020 |
70.69% Target-Date 2030 |
113.53% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$46,840 (-46.84%) | -$114,384 (-114.38%) | -$179,721 (-179.72%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care Fund Investor Shares | VGHCX | 53% | 82% | 100% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 47% | 18% | - |
Total Portfolio | 100% | 100% | 100% |