Style Indices
Performance
HelpPortfolio Return | 123.52% | 179.76% | 254.02% |
Comparable Target-Date Fund [why this comparison?] |
68.37% Target-Date 2020 |
121.16% Target-Date 2030 |
180.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$55,152 (+55.15%) | +$58,596 (+58.60%) | +$73,981 (+73.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares MSCI EAFE Value ETF | EFV | 6% | 6% | 8% |
iShares Micro-Cap ETF | IWC | 8% | 10% | 9% |
iShares Morningstar Large-Cap Growth ETF | JKE | 19% | 32% | 39% |
iShares Morningstar Large-Cap Value ETF | JKF | 14% | 23% | 26% |
iShares MBS ETF | MBB | 19% | 20% | - |
iShares 3-7 Year Treasury Bond ETF | IEI | 22% | - | - |
iShares MSCI EAFE Small-Cap ETF | SCZ | 12% | 9% | - |
iShares Morningstar Large-Cap ETF | JKD | - | - | 12% |
iShares Morningstar Small-Cap Value ETF | JKL | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |