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.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
15% | IWM | iShares Russell 2000 ETF | Equity, U.S., Small Cap | |
15% | VTI | Vanguard Total Stock Market ETF | Equity, U.S., Large Cap | |
10% | EEM | iShares MSCI Emerging Markets ETF | Equity, Emerging Markets, Large Cap | |
10% | VGK | Vanguard FTSE Europe ETF | Equity, Europe, Large Cap | |
10% | VPL | Vanguard FTSE Pacific | Equity, Pacific, Large Cap | |
10% | TIP | iShares TIPS Bond ETF | Bond, U.S., All-Term | |
10% | AGG | iShares Core U.S. Aggregate Bond ETF | Bond, U.S., All-Term | |
10% | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Bond, U.S., Intermediate-Term | |
5% | VNQ | Vanguard Real Estate Index Fund ETF | Real Estate, U.S. | |
5% | GLD | SPDR Gold Trust | Commodity, Gold |
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Low | Average | High | |
|---|---|---|---|
1-Year | -34.2% | 7.3% | 47.9% |
3-Year | -8.7% | 7.1% | 22.6% |
5-Year | -0.5% | 7.0% | 17.8% |
10-Year | 3.3% | 7.2% | 11.0% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 6.6% | 9.3% | 10.3% |
10Y Annual Return | 5.4% | 7.9% | 12.2% |
Sharpe Ratio | 0.44 | 0.51 | 0.43 |
Max Drawdown | -39.5% | -29.7% | -50.97% |
Volatility (annualized) | 11.9% | 9.9% | 15.4% |
Dot Com Annual Return | -5.3% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 0.9% | -0.3% | -5.66% |
Positive Periods | 62.7% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
