Marotta's 2017 Vanguard Gone-Fishing Portfolio Calculator

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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 year I limited myself to nine Vanguard mutual funds adding one fund from 2016's Vanguard calculator . For each fund I have included the ticker symbols for both the Institutional share class and the Admiral share class.

See the calculator here:

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Marotta Wealth Mangagement, Inc. of Charlottesville provides fee-only financial planning and asset management. Visit for more information. Questions to be answered in the column should be sent to or Marotta Wealth Management, Inc., 1000 Ednam Center, Charlottesville, VA 22903-4615.