Marotta’s 2019 TD Ameritrade 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. A secondary virtue is that it avoids the worst mistakes of the financial services industry.

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds. We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade. TD Ameritrade is custodian to some Health Savings Accounts. For a Health Savings Account, we recommend setting the asset allocation to 100% stocks according to “An Asset Allocation For Your Health Savings Account.”

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

Photo by Dan Edwards on Unsplash

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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.