retire
Performance
HelpPortfolio Return | 47.98% | 74.09% | 131.47% |
Comparable Target-Date Fund [why this comparison?] |
31.01% Target-Date 2020 |
66.94% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,974 (+16.97%) | +$7,146 (+7.15%) | +$23,429 (+23.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 99% | 75% | 41% |
TIAA-CREF Lifecycle Retirement Income Fund Institutional Class | TLRIX | 1% | - | - |
Fidelity Select Automotive Portfolio | FSAVX | - | 25% | 45% |
United Parcel Service, Inc. | UPS | - | - | 7% |
Standard Motor Products, Inc. | SMP | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |