Sanju's Plan
Performance
HelpPortfolio Return | 13.70% | 34.90% | 61.46% |
Comparable Target-Date Fund [why this comparison?] |
-6.95% Target-Date 2020 |
12.73% Target-Date 2030 |
32.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,655 (+20.65%) | +$22,173 (+22.17%) | +$28,674 (+28.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Driehaus Emerging Markets Growth Fund | DREGX | 6% | 7% | 7% |
Fidelity Total Market Index | FSKAX | 30% | 57% | 88% |
Fidelity U.S. Bond Index | FXNAX | 14% | - | - |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 18% | 12% | - |
American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | 18% | 14% | - |
American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | 14% | 10% | - |
AMG Managers Skyline Special Equities Fund Class S | SKSEX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |