CPB-IRA-Rollover
Performance
HelpPortfolio Return | -10.74% | -41.04% | -64.30% |
Comparable Target-Date Fund [why this comparison?] |
37.01% Target-Date 2020 |
77.12% Target-Date 2030 |
123.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,743 (-47.74%) | -$118,152 (-118.15%) | -$187,656 (-187.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Health Care Fund Investor Shares | VGHCX | 53% | 82% | 100% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 47% | 18% | - |
Total Portfolio | 100% | 100% | 100% |