Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Gone Fishin' Portfolio
Details
The Gone Fishin’ Portfolio was developed by Alexander Green and profiled in his book: The Gone Fishin’ Portfolio, Get Wise, Get Wealthy…Get On With Your Life.
Alexander Green is the investment Director of The Oxford Club, a long-running financial letter.
The portfolio has a 60% allocation to equities, 30% allocation to bonds, and 10% allocated to Gold and REITs.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.6%
Sharpe Ratio
0.44
10 Year Annual Return
5.4%
Volatility (annualized)
11.9%
Max Drawdown
-39.5%
Positive Periods
62.7%
Dot Com Annual Return
-5.3%
Great Financial Crisis Return
0.9%
Trade Frequency
Static
Ulcer Performance Index
0.6
How to Invest in the Gone Fishin' Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
