Target
Performance
HelpPortfolio Return | 61.26% | 73.73% | 95.54% |
Comparable Target-Date Fund [why this comparison?] |
33.44% Target-Date 2020 |
69.97% Target-Date 2030 |
111.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,820 (+27.82%) | +$3,758 (+3.76%) | -$15,914 (-15.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Gilead Sciences, Inc. | GILD | 7% | - | - |
Lazard Global Listed Infrastructure Portfolio Institutional Shares | GLIFX | 34% | 26% | 14% |
Harding Loevner Frontier Emerging Markets Fund Institutional Class | HLFMX | 51% | 32% | 6% |
Gotham Enhanced Return Fund Institutional Class Shares | GENIX | 8% | 42% | 80% |
Total Portfolio | 100% | 100% | 100% |