CPB-IRA-Rollover
Performance
HelpPortfolio Return | -11.77% | -41.99% | -64.98% |
Comparable Target-Date Fund [why this comparison?] |
35.53% Target-Date 2020 |
74.71% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,301 (-47.30%) | -$116,692 (-116.69%) | -$184,814 (-184.81%) |
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% |