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 year I limited myself to 13 investment vehicles with a couple of changes from 2013.
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.
Latest posts from David John Marotta
- #TBT Before You Get Out Of The Stock Market, Read This - June 30, 2022
- #TBT A Guide to the Bear Markets - June 23, 2022
- Current Inflation vs. Expected Inflation (June 2022) - June 21, 2022