CV
Performance
HelpPortfolio Return | 58.07% | 170.78% | 286.09% |
Comparable Target-Date Fund [why this comparison?] |
68.53% Target-Date 2020 |
125.03% Target-Date 2030 |
189.18% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$10,454 (-10.45%) | +$45,751 (+45.75%) | +$96,914 (+96.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Investor Shares | VBINX | 9% | 25% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 15% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 60% | 23% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 4% | - | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 12% | 40% | 72% |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | - | 12% | - |
Vanguard 500 Index Fund Investor Class | VFINX | - | - | 21% |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |