Chestnut Cambronne
Performance
HelpPortfolio Return | 15.94% | -2.92% | -15.27% |
Comparable Target-Date Fund [why this comparison?] |
13.74% Target-Date 2020 |
41.86% Target-Date 2030 |
73.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$2,197 (+2.20%) | -$44,781 (-44.78%) | -$88,524 (-88.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2005 Fund Class A | FFAVX | 10% | - | - |
Fidelity Advisor Freedom 2015 Fund Class A | FFVAX | 13% | - | - |
Fidelity Advisor Freedom 2020 Fund Class A | FDAFX | 14% | - | - |
Fidelity Advisor Freedom 2025 Fund Class A | FATWX | 18% | 21% | - |
Fidelity Advisor Balanced Fund Class A | FABLX | 33% | 41% | - |
PIMCO StocksPLUS Fund Administrative Class | PPLAX | 11% | 37% | 48% |
PIMCO Total Return Fund Administrative Class | PTRAX | 1% | - | - |
Fidelity Advisor New Insights Fund Class A | FNIAX | - | 1% | 25% |
BlackRock Equity Dividend Fund Investor A Shares | MDDVX | - | - | 12% |
Columbia Small Cap Index Fund Class A | NMSAX | - | - | 8% |
PIMCO StocksPLUS Small Fund Class A | PCKAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |