Marotta’s 2018 TD Ameritrade 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. 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. You can read about the changes from last year in our article “TD Ameritrade Eliminated Low Cost Commission Free Exchange Traded Funds“.

For a Health Savings Account, we recommend setting the asset allocation to 100% stocks according to “An Asset Allocation For Your Health Savings Account.”

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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…)