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 that should do well with dampened volatility. Its primary appeal is simplicity. But a secondary virtue is that it avoids the worst mistakes of the financial services industry. This portfolio uses all Schwab no-transaction fee exchange traded funds. You can read more about the fund selection in our article on “Marotta’s 2017 Gone-Fishing Portfolios.”

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David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818…)