TS
Performance
HelpPortfolio Return | 343.19% | 846.97% | 252.84% |
Comparable Target-Date Fund [why this comparison?] |
55.87% Target-Date 2020 |
102.76% Target-Date 2030 |
157.28% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$287,314 (+287.31%) | +$744,208 (+744.21%) | +$95,557 (+95.56%) |
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% |