Build Alexander Green’s Gone Fishin’ Portfolio With ETFs

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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

NameYear to dateReturn in 202110 year returnCAGR since 1989 (%)STDEVDraw DownExpense ratioYield %
Alexander Green Gone Fishing Portfolio-18.9312.068.758.8613.06-28.87%0.14%2.15
Portfolio Performance for Alexander Green’s Gone Fishin’ Portfolio

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.

NameSee PortfolioYear to dateReturn in 202110 year returnCAGR since 1989 (%)Draw Down
Premium PortfolioPremium-20.9732.1413.211.81-35.43%
Premium PortfolioPremium-18.728.7816.5211.28-37.63%
Premium PortfolioPremium-19.6425.6716.2911.25-37.00%
Premium PortfolioPremium-23.9913.4911.0311.21-44.87%
Premium PortfolioPremium-12.028.1714.4711.14-35.26%
Premium PortfolioPremium-14.924.7511.8510.99-36.46%
Premium PortfolioPremium-14.7929.0213.1510.99-40.85%
Premium PortfolioPremium-20.620.711.4510.93-37.91%
Premium PortfolioPremium-15.1224.5111.8710.88-36.35%
Premium PortfolioPremium-19.3822.9214.9910.85-32.77%
The 10 Best Performing 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: Get Wise, Get Wealthy...and Get on With Your Life

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.

Suggestions for your next steps

Finding the right portfolio is hard. Maintaining your portfolio is also daunting.

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You stand to gain thousands more dollars EACH YEAR for the price of a few months of Netflix.

If you have already committed to a portfolio – good for you! If you need help maintaining the portfolio you will find our rebalance worksheet useful.

Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.

You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.

Rebalancing lowers your portfolio risk and can increase your returns.