Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator

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October 2017 Update

Starting November 21, 2017, most of the existing funds in the TD Ameritrade program will no longer be allowed to participate. We recommend reading “TD Ameritrade Eliminated Low Cost Commission Free Exchange Traded Funds” for more information and using the “Marotta’s 2018 TD Ameritrade Gone-Fishing Portfolio Calculator” now.

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. A secondary virtue is that it avoids the worst mistakes of the financial services industry. This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE). You can read more about the fund selection and how to use this asset allocation in Health Savings Accounts held at TD Ameritrade in our article on “An Asset Allocation For Your Health Savings Account.”

Photo used here under Flickr Creative Commons.

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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…)