Sectors
Performance
(as of 3/31/2017)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
6.30% Target-Date 2020 |
10.68% Target-Date 2030 |
13.03% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,305 (-6.30%) | -$10,685 (-10.68%) | -$13,032 (-13.03%) |
Current Recommendations
(as of 3/31/2017)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
US Cash / Money Market | USCASH | 41% | 22% | - |
Consumer Discretionary Select Sector SPDR Fund | XLY | 18% | 21% | 25% |
Energy Select Sector SPDR Fund | XLE | 6% | 6% | 8% |
Health Care Select Sector SPDR Fund | XLV | 8% | 10% | 12% |
Industrial Select Sector SPDR Fund | XLI | 11% | 14% | 18% |
Technology Select Sector SPDR Fund | XLK | 6% | 9% | 13% |
Materials Select Sector SPDR Fund | XLB | 10% | 12% | 15% |
Financial Select Sector SPDR Fund | XLF | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 3/31/2017)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
56%
STOCK
Moderate
74%
STOCK
Aggressive
95%
STOCK