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 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 nine Vanguard mutual funds adding one fund from 2016’s Vanguard calculator. For each fund I have included the ticker symbols for both the Institutional share class and the Admiral share class.

Photo used here under Flickr Creative Commons.

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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.