Marotta’s 2019 Schwab Gone-Fishing Portfolio

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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 portfolio uses all Schwab no-transaction fee exchange traded funds. Each broker has a different transaction fee to buy and sell stocks. Each broker also often has a list of ETFs for which they waive the transaction fee. Schwab has over 200 funds as part of their Schwab ETF OneSource. We selected our gone-fishing portfolio funds from only this list.

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

You can read about the changes from last year in our article “Marotta’s 2019 Gone-Fishing Portfolios.”

Photo by Evan Wise on Unsplash

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  3. Marotta’s 2018 Schwab Gone-Fishing Portfolio
  4. Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator
  5. Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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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.