TS
Performance
HelpPortfolio Return | 165.84% | 635.64% | 226.62% |
Comparable Target-Date Fund [why this comparison?] |
50.83% Target-Date 2020 |
93.84% Target-Date 2030 |
142.82% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$115,007 (+115.01%) | +$541,802 (+541.80%) | +$83,800 (+83.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Schwab Treasury Inflation Protected Securities Index Fund | SWRSX | 39% | 21% | - |
Vanguard Dividend Appreciation ETF | VIG | 10% | 8% | - |
Vanguard Total Stock Market ETF | VTI | 44% | 71% | 93% |
PowerShares Emerging Markets Sovereign Debt Portfolio | PCY | 7% | - | - |
iShares Core S&P Small-Cap ETF | IJR | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |