Marotta’s Gone-Fishing Portfolio

A low cost timeless portfolio for your HSA with HealthSavings Administrators.

A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.

This gone fishing portfolio is our default portfolio which can be used at any custodian.

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

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

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

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

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.

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

This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

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

Our primary gone-fishing portfolio includes investments which may have a trading fee in order to invest at the custodian. How much of an investment is worth paying a trading fee?

On February 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss recent market volatility, what you should do in response to the volatility, what Freedom Investing is, and what the Marotta’s Gone-Fishing Portfolios are.

This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

This gone fishing portfolio is our default portfolio which can be used at any custodian.

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

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

TD Ameritrade has received a large number of complaints. But apparently not enough to change their decision. If you have a TD Ameritrade account perhaps your call will help them change their minds.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

A gone-fishing portfolio keeps investing simple.

A review of last year’s 2014 gone fishing portfolio returns.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

A gone-fishing portfolio keeps investing simple.

A review of last year’s 2013 gone fishing portfolio returns.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

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. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

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. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Adding bonds to an all-stock portfolio can boost returns and lower volatility, especially in choppy markets. Bonds should be a small but important part of your gone-fishing portfolio allocation.

Hard assets have been one of the most significant asset classes over the last decade. From all indications, it will continue to be a critically important investment category to protect your portfolio from the effects of inflation and the continuing devaluation of the U.S. dollar.

Even in our gone-fishing portfolios we suggest investing more overseas than in the United States. For most investors, foreign stocks will be their largest and most important allocation. Including the right mix of foreign stocks will help you relax and go fishing no matter which foreign seas are in turmoil.

Creating a gone-fishing portfolio begins with a top-level asset allocation. We use six asset categories. The three for stability are short money (maturing in less than two years), U.S. bonds and foreign bonds. The three asset categories we use for appreciation are U.S. stocks, foreign stocks and hard asset stocks.

Summer is almost here. It’s time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your investments, consider having a portfolio designed to allow you more time to relax.