by David John Marotta | 02-22-2017
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. But a secondary virtue is that it avoids the worst mistakes of the financial services industry. This portfolio uses all Schwab no-transaction fee exchange traded funds. You can read more about the fund selection in our article on " Marotta's 2017 Gone-Fishing Portfolios ."
See the calculator here: http://www.marottaonmoney.com/marottas-2017-schwab-gone-fishing-portfolio-calculator/
Photo used here under Flickr Creative Commons.
Marotta Wealth Mangagement, Inc. of Charlottesville provides fee-only financial planning and asset management. Visit www.emarotta.com for more information. Questions to be answered in the column should be sent to firstname.lastname@example.org or Marotta Wealth Management, Inc., 1000 Ednam Center, Charlottesville, VA 22903-4615.