miescke1
Performance
HelpPortfolio Return | 188.42% | 218.70% | 249.80% |
Comparable Target-Date Fund [why this comparison?] |
55.65% Target-Date 2020 |
102.33% Target-Date 2030 |
156.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$132,773 (+132.77%) | +$116,368 (+116.37%) | +$93,054 (+93.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Dividend Appreciation ETF | VIG | 100% | 54% | - |
Vanguard Total Stock Market ETF | VTI | - | 46% | 93% |
iShares Core S&P Small-Cap ETF | IJR | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |