Chestnut Cambronne 27Nov18
Performance
HelpPortfolio Return | 2.99% | 11.96% | 30.08% |
Comparable Target-Date Fund [why this comparison?] |
-3.68% Target-Date 2020 |
5.43% Target-Date 2030 |
17.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,675 (+6.68%) | +$6,530 (+6.53%) | +$12,453 (+12.45%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Balanced Fund I Class | FAIOX | 17% | 12% | - |
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 35% | 21% | - |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 10% | - | - |
Fidelity Small Cap Index | FSSNX | 6% | 8% | 17% |
Fidelity U.S. Bond Index | FXNAX | 5% | - | - |
Fidelity 500 Index | FXAIX | 21% | 30% | 56% |
Federated High Yield Trust Institutional Shares | FHTIX | 6% | 5% | - |
Fidelity Advisor Freedom 2050 Fund Class I | FFFPX | - | 12% | - |
Fidelity Advisor New Insights Fund Class I | FINSX | - | 4% | 6% |
PIMCO StocksPLUS Fund Institutional Class | PSTKX | - | 8% | 15% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |