My plan at Qualitau
Performance
HelpPortfolio Return | 27.09% | 42.74% | 77.15% |
Comparable Target-Date Fund [why this comparison?] |
15.87% Target-Date 2020 |
45.51% Target-Date 2030 |
79.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,223 (+11.22%) | -$2,770 (-2.77%) | -$2,179 (-2.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 12% | 10% | - |
Putnam Dynamic Asset Allocation Conservative Fund Class A | PACAX | 25% | - | - |
Invesco Equity and Income Fund Class A | ACEIX | 12% | 19% | - |
JPMorgan U.S. Equity Fund Class A | JUEAX | 20% | 22% | 43% |
John Hancock Funds Retirement Living through 2010 Portfolio Class A | JLAAX | 23% | 14% | - |
Thornburg Global Opportunities Fund Class R4 | THOVX | 8% | 8% | 8% |
American Funds AMCAP Fund Class R-3 | RAFCX | - | 12% | 9% |
Delaware Value Fund Class A | DDVAX | - | 8% | 12% |
MFS Technology Fund Class A | MTCAX | - | 7% | 10% |
John Hancock Funds Disciplined Value Mid Cap Fund Class R2 | JVMSX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |