Deferred Salary Plan Of The Electrical Industry
Performance
HelpPortfolio Return | -87.21% | -77.78% | -59.47% |
Comparable Target-Date Fund [why this comparison?] |
16.67% Target-Date 2020 |
48.18% Target-Date 2030 |
83.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$103,881 (-103.88%) | -$125,963 (-125.96%) | -$143,189 (-143.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 14% | 18% | 21% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 10% | 25% | 41% |
Vanguard Developed Markets Index Instl | VTMNX | 14% | 13% | 8% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 11% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 10% | 12% | 15% |
iShares Russell 2000 ETF | IWM | 8% | 11% | 15% |
Baird Core Plus Bond Fund Class Institutional | BCOIX | 8% | - | - |
Dreyfus/Standish Global Fixed Income Fund Class Y | DSDYX | 16% | 10% | - |
Total Portfolio | 100% | 100% | 100% |