Peter Burwash 401k
Performance
HelpPortfolio Return | -8.64% | 9.64% | 93.71% |
Comparable Target-Date Fund [why this comparison?] |
12.78% Target-Date 2020 |
40.50% Target-Date 2030 |
71.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,424 (-21.42%) | -$30,853 (-30.85%) | +$22,067 (+22.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Schwab Fundamental US Large Company Index Fund | SFLNX | 35% | 55% | 81% |
TCW Total Return Bond Fund Class I | TGLMX | 35% | 19% | - |
Invesco Balanced-Risk Allocation Fund Class Y | ABRYX | 5% | - | - |
Schwab Fundamental Emerging Markets Large Company Index Fund | SFENX | 6% | 8% | 6% |
Schwab Fundamental International Small Company Index Fund | SFILX | 19% | 18% | 13% |
Total Portfolio | 100% | 100% | 100% |