Marotta’s 2018 eTrade Gone-Fishing Portfolio
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This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Gone Fishing Portfolios: What Should I Invest In First?
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Our primary gone-fishing portfolio includes investments which may have a trading fee in order to invest at the custodian. How much of an investment is worth paying a trading fee?

Radio: The Value of Ignoring Your Gone Fishing Portfolio
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On February 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss recent market volatility, what you should do in response to the volatility, what Freedom Investing is, and what the Marotta’s Gone-Fishing Portfolios are.

Marotta’s 2018 Gone-Fishing Portfolios
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This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

Marotta’s 2018 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2018 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2018 Updated TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

Marotta’s 2018 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

TD Ameritrade Eliminated Low Cost Commission Free Exchange Traded Funds
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TD Ameritrade has received a large number of complaints. But apparently not enough to change their decision. If you have a TD Ameritrade account perhaps your call will help them change their minds.

Marotta’s 2018 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

Marotta’s 2017 Gone-Fishing Portfolios
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A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

Marotta’s 2017 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

Marotta’s 2017 Schwab Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Marotta’s 2016 Vanguard Gone-Fishing Portfolio
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Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.

Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2016 Gone-Fishing Portfolio
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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

Marotta’s 2016 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2015 Gone-Fishing Portfolio
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A gone-fishing portfolio keeps investing simple.

Marotta’s 2014 Gone-Fishing Portfolio Review
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A review of last year’s 2014 gone fishing portfolio returns.

Marotta’s 2015 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 Gone-Fishing Portfolio
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A gone-fishing portfolio keeps investing simple.

Marotta’s 2013 Gone-Fishing Portfolio Review
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A review of last year’s 2013 gone fishing portfolio returns.

Marotta’s 2013 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2013 Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

Marotta’s 2012 Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

Marotta’s 2012 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

‘Go Fishing’ in the Calm Sea of Bonds
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Adding bonds to an all-stock portfolio can boost returns and lower volatility, especially in choppy markets. Bonds should be a small but important part of your gone-fishing portfolio allocation.

‘Go Fishing’ With Hard Asset Stocks
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Hard assets have been one of the most significant asset classes over the last decade. From all indications, it will continue to be a critically important investment category to protect your portfolio from the effects of inflation and the continuing devaluation of the U.S. dollar.

An Overseas Gone-Fishing Portfolio
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Even in our gone-fishing portfolios we suggest investing more overseas than in the United States. For most investors, foreign stocks will be their largest and most important allocation. Including the right mix of foreign stocks will help you relax and go fishing no matter which foreign seas are in turmoil.

‘Gone Fishing’ American Style
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Creating a gone-fishing portfolio begins with a top-level asset allocation. We use six asset categories. The three for stability are short money (maturing in less than two years), U.S. bonds and foreign bonds. The three asset categories we use for appreciation are U.S. stocks, foreign stocks and hard asset stocks.

Relax with a “Gone-Fishing” Portfolio
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Summer is almost here. It’s time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your investments, consider having a portfolio designed to allow you more time to relax.

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