Marotta’s 2018 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.

We recommend this gone fishing portfolio for accounts hosted at Vanguard. This portfolio uses all Vanguard mutual funds which have no transaction fee when purchased in a Vanguard account.

If you are just getting started with investing and have not yet selected a custodian, we recommend Vanguard.

We also have custodian-specific portfolios for Schwab and TD Ameritrade as well as our default Marotta’s 2018 Gone-Fishing Portfolio.

You can read about the changes from last year in our article “Marotta’s 2018 Gone-Fishing Portfolios“.

Photo by Natalya Zaritskaya on Unsplash

Follow David John Marotta:

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.