Earnest Inc.
Performance
(as of 12/31/2014)HelpPortfolio Return | 9.89% | 9.10% | 13.58% |
Comparable Target-Date Fund [why this comparison?] |
17.55% Target-Date 2020 |
24.18% Target-Date 2030 |
28.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$7,654 (-7.65%) | -$15,080 (-15.08%) | -$15,000 (-15.00%) |
Current Recommendations
(as of 12/31/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 22% | - | - |
Vanguard Long-Term Bond Index Fund Investor Shares | VBLTX | 8% | 8% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 20% | 15% | - |
Vanguard Mid-Cap Value Index Fund Investor Shares | VMVIX | 32% | 30% | 32% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 9% | - | 9% |
Vanguard FTSE Emerging Markets ETF | VWO | 9% | 9% | 10% |
Vanguard Consumer Discretionary ETF | VCR | - | 5% | 7% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 12% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 13% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 8% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 24% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2014)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
66%
STOCK
Moderate
85%
STOCK
Aggressive
99%
STOCK