Thomson Reuters
Performance
HelpPortfolio Return | 106.82% | 173.60% | 257.94% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
∞% Target-Date 2030 |
152.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -∞ (-∞%) | +$105,507 (+105.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 30% | 49% | 70% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | - | - |
Dodge & Cox Income Fund | DODIX | 20% | 22% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 11% | - | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 11% | 14% | 20% |
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | VFWPX | 16% | 15% | 10% |
Total Portfolio | 100% | 100% | 100% |