What is the Three Fund Portfolio? The three-fund portfolio is a lazy portfolio that consists of …
What is Alexander Green’s Gone Fishin’ portfolio?
Alexander Green’s Gone Fishing portfolio is exposed to 65% stocks and 30% bonds. It has 5% in precious metals. It can be built with 10 ETFs.
What is the historical return of the Gone Fishin’ Portfolio?
Below you can see the historical return of the Gone Fishin’ portfolio.
Portfolio data was last updated on 11th of November 2022, 11:40 ET
|Name||Year to date||Return in 2021||10 year return||CAGR since 1989 (%)||STDEV||Draw Down||Expense ratio||Yield %|
|Alexander Green Gone Fishing Portfolio||-18.93||12.06||8.75||8.86||13.06||-28.87%||0.14%||2.15|
How does the Gone Fishin’ portfolio compare to the best portfolios?
Below you can see the returns of the best portfolios that we have benchmarked.
How do you build the Gone Fishin’ portfolio with ETFs?
Here is how you build the Gone Fishin’ portfolio with ETFs.
- 15.00% US Total Stock Market (VTI)
- 15.00% US Small Cap (VIOO)
- 5.00%REITs (Real Estate) (VNQ)
- 10.00% Emerging Markets (VWO)
- 10.00% Pacific Stocks (VPL)
- 10.00% European Stocks(VGK)
- 10.00%Total US Bond Market (BND)
- 5.00%Precious Metals (GLTR)
- 10.00% High Yield Corporate Bonds (HYG)
- 10.00% TIPS (VTIP)
Who Is Alexander Green?
Alexander Green is the investment director of The Oxford Club. A membership club supposedly designed to help you grow your wealth and prosperity. I have always thought of it as a very clever marketing scheme designed to sell you the publications of Agora.
The Gone Fishin’ Portfolio is detailed in Alexander Green’s book.
I read Alexander Green’s book some 15 years and was blown away by its outperformance while minimizing risk. How was this possible? Alexander Green states himself on his website that it has beaten the S&P 500 since 2003. This is also mirrored on the book’s cover. Is it true?
The Gone Fishin’ Portfolio consists of 10 asset classes, so it has a broad diversification.
That’s the good news, now the bad news.
It is one of the very few portfolios on portfolioeinstein.com that has precious metals in it.
Adding precious metals, including gold to your portfolio, will most like be a drag on your overall portfolio performance.
Warren Buffet has, for many years, commented on gold, I recommend you check out his commentary for example, in his letter to his shareholders. 2011 and 2018 are good.
“Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”
– Warren Buffett
Where can I learn more about the Gone Fishin’ Portfolio?
You can find the book here. It is worth a read.
See the other investment books that I recommend over at 55 Best Investing Books: Boost Your Money and Awesome Brain.
Here is the the Gone Fishin’ Portfolio website.
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