Earnest Inc.
Performance
HelpPortfolio Return | -11.07% | 32.58% | 146.87% |
Comparable Target-Date Fund [why this comparison?] |
12.82% Target-Date 2020 |
40.50% Target-Date 2030 |
71.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,893 (-23.89%) | -$7,912 (-7.91%) | +$75,495 (+75.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 14% | 9% | 13% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 11% | 4% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 33% | 23% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 11% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 16% | 12% | 8% |
Vanguard FTSE All World ex-US Small-Cap ETF | VSS | 15% | 15% | 10% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 37% | 41% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 20% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |