BG&L Profit Sharing 401(k) Plan
Performance
HelpPortfolio Return | 41.58% | 72.78% | 127.23% |
Comparable Target-Date Fund [why this comparison?] |
19.49% Target-Date 2020 |
51.41% Target-Date 2030 |
88.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,097 (+22.10%) | +$21,367 (+21.37%) | +$39,029 (+39.03%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Selected Value Fund Investor Shares | VASVX | 6% | 6% | 7% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 28% | 43% | 69% |
PIMCO Total Return Fund Institutional Class | PTTRX | 29% | 15% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 11% | 11% |
T. Rowe Price Short-Term Bond Fund | PRWBX | 15% | 7% | - |
T. Rowe Price Overseas Stock Fund | TROSX | 14% | 13% | 8% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 5% | 5% |
Total Portfolio | 100% | 100% | 100% |