fidplan
Performance
HelpPortfolio Return | 50.60% | 80.99% | 137.93% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,595 (+23.59%) | +$20,687 (+20.69%) | +$40,027 (+40.03%) |
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% |