BRIDGEVIEW BANK GROUP
Performance
HelpPortfolio Return | 9.14% | 38.91% | 100.16% |
Comparable Target-Date Fund [why this comparison?] |
5.91% Target-Date 2020 |
31.85% Target-Date 2030 |
61.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,234 (+3.23%) | +$7,061 (+7.06%) | +$38,757 (+38.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 8% | 33% | 81% |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 69% | 54% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 23% | 7% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | 6% | 11% |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |