miescke1
Performance
HelpPortfolio Return | 192.33% | 224.53% | 258.68% |
Comparable Target-Date Fund [why this comparison?] |
54.75% Target-Date 2020 |
100.98% Target-Date 2030 |
83.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$137,576 (+137.58%) | +$123,557 (+123.56%) | +$175,538 (+175.54%) |
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% |