Marotta’s 2022 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 gone-fishing portfolio is our default portfolio which can be used at any custodian. Now that several custodians have no transaction fees for buying exchange-traded funds (Charles Schwab, TD Ameritrade, Fidelity, and more), this portfolio can be used at many different custodians.

We also still have some custodian-specific portfolios as well which take into account which funds have no transaction fee at the particular custodian. If you’d like us to create one for your custodian, you can send us your request through our Contact page.

You can read about the changes from last year in our article “An Overview of Marotta’s 2022 Gone-Fishing Portfolios.”

Photo by Ibrahim Razzan 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.