Electric Reliability Council of Texas (ERCOT)
Performance
(as of 9/30/2014)HelpPortfolio Return | 20.39% | 27.25% | 26.40% |
Comparable Target-Date Fund [why this comparison?] |
20.19% Target-Date 2020 |
27.05% Target-Date 2030 |
31.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$201 (+0.20%) | +$198 (+0.20%) | -$5,151 (-5.15%) |
Current Recommendations
(as of 9/30/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 35% | 13% | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 24% | 40% |
Vanguard Selected Value Fund Investor Shares | VASVX | 23% | 26% | 22% |
Oppenheimer Developing Markets Fund Class I | ODVIX | 20% | 20% | 17% |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | 16% | 17% | 13% |
Fidelity Extended Market Index Fund Premium Class | FSEVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2014)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
62%
STOCK
Moderate
84%
STOCK
Aggressive
97%
STOCK