Guideline Technologies, Inc.
Performance
HelpPortfolio Return | 25.18% | 51.73% | 104.96% |
Comparable Target-Date Fund [why this comparison?] |
41.20% Target-Date 2020 |
48.93% Target-Date 2030 |
67.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,019 (-16.02%) | +$2,801 (+2.80%) | +$37,390 (+37.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 9% | 10% | 15% |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 10% | 10% | - |
Vanguard GNMA Fund Admiral Shares | VFIJX | 31% | 19% | - |
Vanguard Strategic Small-Cap Equity Fund Investor Shares | VSTCX | 9% | 11% | 10% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 17% | 17% | 13% |
DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares | DFTEX | 12% | - | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 12% | 12% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 12% | 19% |
TIAA-CREF Social Choice Equity Fund Premier Class | TRPSX | - | 9% | 14% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | - | 29% |
Total Portfolio | 100% | 100% | 100% |