Lenovo Savings Plan
Performance
HelpPortfolio Return | 21.25% | 149.15% | 462.80% |
Comparable Target-Date Fund [why this comparison?] |
53.22% Target-Date 2020 |
102.48% Target-Date 2030 |
159.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$31,977 (-31.98%) | +$46,671 (+46.67%) | +$303,286 (+303.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 31% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 19% | 20% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 4% | 7% | 17% |
Russell U.S. Small Cap Equity Fund Class S | RLESX | 7% | 9% | 17% |
Vanguard S&P 500 ETF | VOO | 9% | 24% | 55% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 9% | - |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |