Test Tuan
Performance
HelpPortfolio Return | 8.96% | 19.54% | 22.36% |
Comparable Target-Date Fund [why this comparison?] |
-1.43% Target-Date 2020 |
∞% Target-Date 2030 |
21.08% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,388 (+10.39%) | -∞ (-∞%) | +$1,286 (+1.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 8% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 19% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 12% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 12% | 22% | 24% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 7% | 20% | 10% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 10% | 9% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 6% | 10% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 16% | 26% | 12% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 13% | - |
Fidelity Advisor Health Care Fund Class A | FACDX | - | - | 5% |
Lord Abbett Fundamental Equity Fund Class A | LDFVX | - | - | 38% |
Total Portfolio | 100% | 100% | 100% |