Stinger Ghaffarian Technologies Inc. 401(k)
Performance
(as of 9/30/2013)HelpPortfolio Return | 33.93% | 45.13% | 58.75% |
Comparable Target-Date Fund [why this comparison?] |
32.37% Target-Date 2020 |
41.69% Target-Date 2030 |
48.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$1,560 (+1.56%) | +$3,442 (+3.44%) | +$10,496 (+10.50%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Mid-Cap Value Index Fund Admiral Shares | VMVAX | 36% | 37% | 28% |
Schwab Fundamental International Large Company Index Fund | SFNNX | 10% | 9% | - |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 22% | 22% | 22% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 32% | 12% | - |
Schwab S&P 500 Index Fund | SWPPX | - | 20% | 37% |
Vanguard Value Index Fund Institutional Shares | VIVIX | - | - | 6% |
Schwab Small Cap Index Fund | SWSSX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2013)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
67%
STOCK
Moderate
87%
STOCK
Aggressive
100%
STOCK