multco custom
Performance
HelpPortfolio Return | 59.48% | 97.13% | 151.64% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,715 (+32.72%) | +$37,539 (+37.54%) | +$55,296 (+55.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 38% | 53% | 76% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 40% | 20% | - |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 22% | 17% | 10% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 10% | 8% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |