Promedica
Performance
HelpPortfolio Return | 40.31% | 46.13% | 53.10% |
Comparable Target-Date Fund [why this comparison?] |
-7.51% Target-Date 2020 |
10.89% Target-Date 2030 |
29.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$47,817 (+47.82%) | +$35,237 (+35.24%) | +$23,147 (+23.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 50% | 66% | 77% |
Dodge & Cox International Stock Fund | DODFX | 50% | 34% | 14% |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |