BRIDGEVIEW BANK GROUP
Performance
HelpPortfolio Return | 9.14% | 38.91% | 100.16% |
Comparable Target-Date Fund [why this comparison?] |
5.40% Target-Date 2020 |
30.93% Target-Date 2030 |
59.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,745 (+3.74%) | +$7,979 (+7.98%) | +$40,242 (+40.24%) |
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% |