Connor Consulting Inc.
Performance
HelpPortfolio Return | 15.15% | 22.19% | 44.53% |
Comparable Target-Date Fund [why this comparison?] |
-4.36% Target-Date 2020 |
-19.04% Target-Date 2030 |
25.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,510 (+19.51%) | +$41,235 (+41.23%) | +$19,397 (+19.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 20% | 49% | 76% |
BlackRock Advantage Global Investor A | 21% | 24% | 18% | |
Loomis Sayles Bond Fund Retail Class | LSBRX | 15% | 14% | - |
PIMCO Income Fund Class R | PONRX | 6% | 3% | - |
Manning & Napier Pro-Blend Extended Term Series Class I | MNBIX | 8% | - | - |
Manning & Napier Pro-Blend Conservative Term Series Class I | MNCIX | 30% | 10% | - |
Vanguard Small-Cap Value Index Fund Institutional Shares | VSIIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |