DigitalOptometrics LLC
Performance
HelpPortfolio Return | -92.83% | -30.68% | 676.85% |
Comparable Target-Date Fund [why this comparison?] |
-10.20% Target-Date 2020 |
7.95% Target-Date 2030 |
27.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$82,638 (-82.64%) | -$38,632 (-38.63%) | +$649,511 (+649.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SSgA U.S. Bond Index Ret Acct | 10% | 5% | - | |
Baird Aggregate Bond Ret Acct | 7% | - | - | |
Legal & General S&P 500 Ret Acct | 6% | 28% | 69% | |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 12% | 5% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 28% | 20% | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 37% | 33% | - |
SSgA Russell Small Cap Index Ret Acct | - | 9% | 18% | |
American Funds New Prespective Ret Acct | - | - | 13% | |
Total Portfolio | 100% | 100% | 100% |