BRIDGEVIEW BANK GROUP
Performance
HelpPortfolio Return | 10.22% | 40.45% | 103.10% |
Comparable Target-Date Fund [why this comparison?] |
6.03% Target-Date 2020 |
33.32% Target-Date 2030 |
63.84% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,190 (+4.19%) | +$7,132 (+7.13%) | +$39,265 (+39.26%) |
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% |