Performance
HelpPortfolio Return | -2.45% | 55.51% | 94.85% |
Comparable Target-Date Fund [why this comparison?] |
10.95% Target-Date 2020 |
39.86% Target-Date 2030 |
73.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,405 (-13.41%) | +$15,646 (+15.65%) | +$21,423 (+21.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 16% | 39% | 59% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 12% | - |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | 8% | 6% | 7% |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | 8% | - |
Fidelity Contrafund Fund Class K | FCNKX | 10% | 10% | 8% |
T. Rowe Price International Value Eq I | trtix | 17% | 18% | 12% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | - | 7% | 14% |
Total Portfolio | 100% | 100% | 100% |