Mostly Vanguard stuff

Performance

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Since: QTD9/30/2020 1 Year4/19/2020 Inception9/29/2013
Portfolio 22.30% 39.94% 125.51%
Target-Date 2030 16.34% 32.30% 95.93%
Difference +5.96% +7.64% +29.58%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

9%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)