Marotta’s Gone-Fishing Portfolio

For our standard gone-fishing portfolio, we made two changes.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.

While our 2022 update saw a number of changes, this year we only have one change.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

This past year, our 2022 Gone-Fishing Portfolio beat its benchmarks.

I share this story here in case others in a similar situation may benefit from seeing this example.

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.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

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.

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.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

If you want to do something, rebalance.

In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

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.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

We believe that this mix of funds should provide a timeless allocation for the HSAs of University of Virginia employees.

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

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.

This gone fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

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?

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.

This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

This gone fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

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.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

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.

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.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

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.

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

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.