Marotta’s 2018 Updated 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. It is an updated version of the previous 2018 portfolio which we issued in late October.

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

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade. We also have custodian-specific portfolios for Vanguard and Schwab as well as our default Marotta’s 2018 Gone-Fishing Portfolio.

You can read about the changes from last year in our article “Marotta’s 2018 Gone-Fishing Portfolios“.

Photo by Danielle MacInnes on Unsplash

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

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. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.