fidplan
Performance
HelpPortfolio Return | 51.53% | 82.22% | 139.79% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,007 (+24.01%) | +$21,156 (+21.16%) | +$40,852 (+40.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 25% | 13% | - |
Schwab Small Cap Index Fund | SWSSX | 6% | 10% | 15% |
Schwab S&P 500 Index Fund | SWPPX | 21% | 36% | 55% |
Schwab Fundamental International Large Company Index Fund | SFNNX | 7% | 8% | 14% |
TIAA-CREF Large-Cap Growth Index Fund Institutional Class | TILIX | 9% | 13% | 16% |
Schwab Fundamental International Small Company Index Fund | SFILX | 17% | 14% | - |
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares | VSIGX | 15% | 6% | - |
Total Portfolio | 100% | 100% | 100% |