Work
Performance
HelpPortfolio Return | -31.75% | -23.68% | -19.91% |
Comparable Target-Date Fund [why this comparison?] |
50.67% Target-Date 2020 |
59.73% Target-Date 2030 |
96.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$82,416 (-82.42%) | -$83,407 (-83.41%) | -$116,863 (-116.86%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Alger Capital Appreciation Institutional Fund Class I | ALARX | 12% | 13% | 12% |
DFA Global Equity Portfolio Class Retirement 2 | DGERX | 41% | 33% | 33% |
BlackRock Strategic Income Opportunities Portfolio Institutional Shares | BSIIX | 13% | 9% | - |
DoubleLine Total Return Bond Fund Class I | DBLTX | 15% | - | - |
Goldman Sachs Strategic Income Fund Institutional Shares | GSZIX | 19% | 16% | - |
BlackRock Small Cap Index Fund Investor A Shares | MDSKX | - | 6% | 9% |
BlackRock S&P 500 Index Fund Investor A Shares | BSPAX | - | 23% | 46% |
Total Portfolio | 100% | 100% | 100% |