Emily D
Performance
HelpPortfolio Return | -27.12% | 52.75% | 224.39% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$54,175 (-54.18%) | -$8,935 (-8.94%) | +$124,506 (+124.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
CVS Health Corp | CVS | 10% | 14% | 17% |
Microsoft Corporation | MSFT | 15% | 22% | 31% |
Baidu Inc (ADR) | BIDU | 5% | 6% | 7% |
Delaware Healthcare Fund Class I | DLHIX | 28% | 40% | 45% |
Guggenheim Build America Bonds | XGBAX | 42% | 18% | - |
Total Portfolio | 100% | 100% | 100% |