U-Blox AG
Performance
HelpPortfolio Return | -16.72% | 29.03% | 91.45% |
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) |
-$22,748 (-22.75%) | -$4,288 (-4.29%) | +$27,614 (+27.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 8% | 13% | 18% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 4% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 28% | 11% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 43% | 15% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 4% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 7% | 12% | 17% |
TIAA-CREF Small-Cap Blend Index Fund Institutional Class | TISBX | 6% | 9% | 14% |
Vanguard Balanced Index Fund Admiral Shares | VBIAX | - | 11% | - |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | - | 5% | 7% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 7% | - |
State Street Equity 500 Index Fund Service Shares | STBIX | - | 10% | 23% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 7% | - |
BlackRock Large Cap Index Fund Class K Shares | BRGKX | - | - | 21% |
Total Portfolio | 100% | 100% | 100% |