Granite Construction Profit Sharing And 401K Plan
Performance
HelpPortfolio Return | 25.60% | 39.59% | 56.21% |
Comparable Target-Date Fund [why this comparison?] |
13.85% Target-Date 2020 |
42.47% Target-Date 2030 |
75.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,749 (+11.75%) | -$2,883 (-2.88%) | -$19,048 (-19.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | 6% | 8% | 8% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 31% | 51% | 74% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 19% | 6% | - |
Dodge & Cox Income Fund | DODIX | 25% | 15% | - |
Harbor International Fund Institutional Class | HAINX | 12% | 11% | 5% |
AMG Managers Emerging Opportunities Fund Class I | MIMFX | 7% | 9% | 13% |
Total Portfolio | 100% | 100% | 100% |