Fidelity - No Cost iShares ETFs
Performance
HelpPortfolio Return | 74.38% | 122.43% | 175.49% |
Comparable Target-Date Fund [why this comparison?] |
58.40% Target-Date 2020 |
109.39% Target-Date 2030 |
168.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,981 (+15.98%) | +$13,043 (+13.04%) | +$7,436 (+7.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Micro-Cap ETF | IWC | 9% | 15% | 12% |
iShares Morningstar Large-Cap Growth ETF | JKE | 21% | 33% | 39% |
iShares Morningstar Large-Cap Value ETF | JKF | 15% | 29% | 13% |
iShares GNMA Bond ETF | GNMA | 8% | - | - |
iShares Core 1-5 Year USD Bond ETF | ISTB | 20% | 23% | - |
iShares MSCI Europe Small-Cap ETF | IEUS | 11% | - | - |
iShares Core 5-10 Year USD Bond ETF | IMTB | 16% | - | - |
Powershares FTSE RAFI US 1000 Portfolio | PRF | - | - | 22% |
iShares Core Dividend Growth ETF | DGRO | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |