Oracle HSA
Performance
HelpPortfolio Return | 41.05% | 88.58% | 154.38% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,459 (+11.46%) | +$24,312 (+24.31%) | +$51,092 (+51.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 9% | 20% | 30% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 6% | 8% | 10% |
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 18% | 23% | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 29% | 13% | - |
John Hancock Fundamental Large Cap Core Fund Class A | TAGRX | 8% | 8% | 10% |
Lord Abbett High Yield Fund Class A | LHYAX | 6% | - | - |
PIMCO GNMA Fund Class A | PAGNX | 24% | 11% | - |
Vanguard Global Equity Fund Investor Shares | VHGEX | - | 6% | 13% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 11% | 32% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |