Marotta’s 2019 eTrade 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. But a secondary virtue is that it avoids the worst mistakes of the financial services industry.

This portfolio uses all eTrade no-transaction fee exchange traded funds. Each broker has a different transaction fee to buy and sell stocks. Each broker also often has a list of ETFs for which they waive the transaction fee. eTrade has many funds as part of their commission-free ETFs. We selected our gone-fishing portfolio funds from only this list.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

You can read about the changes from last year in our article “Marotta’s 2019 Gone-Fishing Portfolios.”

Photo by Jessie Beck on Unsplash

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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...)