Promedica
Performance
HelpPortfolio Return | 35.58% | 41.48% | 48.65% |
Comparable Target-Date Fund [why this comparison?] |
-8.75% Target-Date 2020 |
8.93% Target-Date 2030 |
27.06% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$44,333 (+44.33%) | +$32,548 (+32.55%) | +$21,596 (+21.60%) |
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% |