Electric Reliability Council of Texas (ERCOT)
Performance
HelpPortfolio Return | 26.05% | 37.25% | 67.12% |
Comparable Target-Date Fund [why this comparison?] |
13.73% Target-Date 2020 |
33.77% Target-Date 2030 |
58.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,316 (+12.32%) | +$3,480 (+3.48%) | +$8,816 (+8.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 29% | 47% | 66% |
Vanguard Selected Value Fund Investor Shares | VASVX | 11% | 13% | 8% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 24% | 9% | - |
Fidelity Contrafund Fund | FCNTX | 8% | 11% | 7% |
Fidelity Government Income Fund | FGOVX | 18% | 11% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | 10% | 9% | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |