Mostly Vanguard stuff
Performance
HelpPortfolio Return | 79.73% | 117.16% | 151.42% |
Comparable Target-Date Fund [why this comparison?] |
67.48% Target-Date 2020 |
89.95% Target-Date 2030 |
109.47% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,251 (+12.25%) | +$27,206 (+27.21%) | +$41,953 (+41.95%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
US Cash / Money Market | USCASH | 5% | - | - |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | 11% | 12% | 12% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 13% | 34% | 63% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | 9% | 10% | 10% |
Vanguard Wellington Fund Admiral Shares | VWENX | 21% | 16% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 33% | 17% | - |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | 8% | 11% | 15% |
Total Portfolio | 100% | 100% | 100% |