Mostly Vanguard stuff
Performance
(as of 9/30/2013)HelpPortfolio Return | 42.68% | 54.42% | 71.97% |
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) |
+$10,314 (+10.31%) | +$12,733 (+12.73%) | +$23,722 (+23.72%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | 9% | 12% | 15% |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | 11% | 13% | 16% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 12% | 21% | 58% |
Vanguard Wellington Fund Admiral Shares | VWENX | 43% | 54% | 11% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 25% | - | - |
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
59%
STOCK
Moderate
80%
STOCK
Aggressive
96%
STOCK