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.

We also have custodian-specific portfolios for Vanguard, Schwab, and TD Ameritrade 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 “Marotta’s 2018 Gone-Fishing Portfolios.”

Photo by Dawid Sobolewski on Unsplash