by David John Marotta | 06-05-2017
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. A secondary virtue is that it avoids the worst mistakes of the financial services industry. This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE). You can see the calculator on our blog site here .
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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.