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 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: http://www.marottaonmoney.com/marottas-2017-vanguard-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.