practice 2.0
Performance
HelpPortfolio Return | 15.18% | -51.26% | -80.18% |
Comparable Target-Date Fund [why this comparison?] |
66.21% Target-Date 2020 |
42.14% Target-Date 2030 |
79.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$51,036 (-51.04%) | -$93,403 (-93.40%) | -$159,324 (-159.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Investor Class | BGNMX | 6% | 15% | - |
Prudential Jennison Growth Fund Class Z | PJFZX | 21% | 8% | 7% |
Columbia Income Builder Fund Class A | RBBAX | 44% | - | - |
Schwab Fundamental International Small Company Index Fund | SFILX | 29% | 25% | - |
Commerce Value Fund | CFVLX | - | 15% | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | - | 10% | - |
Schwab U.S. Large-Cap Growth ETF | SCHG | - | 20% | 9% |
Schwab US Dividend Equity ETF | SCHD | - | 7% | - |
Schwab Total Stock Market Index Fund | SWTSX | - | - | 41% |
Schwab Small Cap Index Fund | SWSSX | - | - | 8% |
Schwab S&P 500 Index Fund | SWPPX | - | - | 12% |
Schwab Fundamental US Large Company Index Fund | SFLNX | - | - | 23% |
Total Portfolio | 100% | 100% | 100% |