An Overview of Marotta’s 2023 Gone-Fishing Portfolios
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While our 2022 update saw a number of changes, this year we only have one change.

Marotta’s 2023 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2023 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

Marotta’s Gone-Fishing Portfolio: Review of 2022 Returns
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This past year, our 2022 Gone-Fishing Portfolio beat its benchmarks.

A Very Conservative Gone-Fishing Portfolio of Vanguard Mutual Funds
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I share this story here in case others in a similar situation may benefit from seeing this example.

An Overview of Marotta’s 2022 Gone-Fishing Portfolios
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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.

Marotta’s 2022 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2022 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

2021 Performance Report for Marotta’s Gone-Fishing Portfolios (2012-2020)
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Our Gone-Fishing Portfolios are free to use portfolios that take advantage of the no-transaction-fee, low-cost ETFs or mutual funds of each major custodian. Over the years, we’ve changed the funds and the allocations as new research or securities reveal improvements.

An Overview of Marotta’s 2021 Gone-Fishing Portfolios
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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.

Marotta’s 2021 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade
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In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

An Overview of Marotta’s 2020 Gone-Fishing Portfolios
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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.

Marotta’s 2020 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2020 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

University Of Virginia Health Savings Account (UVA HSA) Investment Recommendation
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We believe that this mix of funds should provide a timeless allocation for the HSAs of University of Virginia employees.

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

An Overview of Marotta’s 2019 Gone-Fishing Portfolios
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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.

Marotta’s 2019 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2019 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.

Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

Marotta’s 2018 Fidelity Gone-Fishing Portfolio
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A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.

Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.

Marotta’s 2018 eTrade Gone-Fishing Portfolio
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This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Gone Fishing Portfolios: What Should I Invest In First?
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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?

Radio: The Value of Ignoring Your Gone-Fishing Portfolio
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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.

Marotta’s 2018 Gone-Fishing Portfolios
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This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

Marotta’s 2018 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2018 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2018 Updated TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

Marotta’s 2018 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

TD Ameritrade Eliminated Low Cost Commission Free Exchange Traded Funds
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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.

Marotta’s 2018 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

Marotta’s 2017 Gone-Fishing Portfolios
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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.

Marotta’s 2017 Gone-Fishing Portfolio Calculator
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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.

Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

Marotta’s 2017 Schwab Gone-Fishing Portfolio
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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.

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

Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator
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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.

Marotta’s 2016 Gone-Fishing Portfolio
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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

Marotta’s 2016 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.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
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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.

Marotta’s 2015 Gone-Fishing Portfolio
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A gone-fishing portfolio keeps investing simple.

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