What is Alexander Green’s Gone Fishin’ portfolio?
Alexander Green’s Gone Fishing portfolio is exposed to 65% stocks and 30% bonds. It has 5% in precious metals. It can be built with 10 ETFs. The portfolio is a medium-risk portfolio.
For the past 10 years, the Alexander Green’s Gone Fishin’ Portfolio has returned 8.75 with a standard deviation of 13.06. The dividend yield is 2.15. The 30-year return is 8.86%. Year to date the Alexander Green’s Gone Fishin’ Portfolio has returned -11.88. Last year it returned 11.56%.
What is the historical return of the Gone Fishin’ Portfolio?
Below you can see the historical return of the Gone Fishin’ portfolio.
|Name||Asset class count||Year to date||Return in 2020||10 year return||CAGR since 1989 (%)||Risk level||Expense ratio|
|Alexander Green Gone Fishing Portfolio||10||-11.88||11.56||8.75||8.86||3||0.14%|
How does the Gone Fishin’ portfolio compare to the best portfolios?
Below you can see the returns of the best portfolios that we have benchmarked.
How do you build the Gone Fishin’ portfolio with ETFs?
Here is how you build the Gone Fishin’ portfolio with ETFs.
- 15.00% US Total Stock Market (VTI)
- 15.00% US Small Cap (VIOO)
- 5.00% REITs (Real Estate) (VNQ)
- 10.00% Emerging Markets (VWO)
- 10.00% Pacific Stocks (VPL)
- 10.00% European Stocks (VGK)
- 10.00% Total US Bond Market (BND)
- 5.00% Precious Metals (GLTR)
- 10.00% High Yield Corporate Bonds (HYG)
- 10.00% TIPS (VTIP)
Who Is Alexander Green?
Alexander Green is the Investment Director of The Oxford Club. A membership “club” supposedly designed to help you grow your wealth and prosperity. I have always thought of it as a very clever marketing scheme designed to sell you the publications of Agora.
The Gone Fishin’ Portfolio is detailed in Alexander Green’s book The Gone Fishin’ Portfolio: Get Wise, Get Wealthy…and Get on With Your Life.
I read Alexander Green’s book some 15 years and was blown away by its outperformance while minimizing risk. How was this possible? Alexander Green states himself on his website that it has beaten the S&P 500 since 2003. This is also mirrored on the book’s cover. Is it true?
The Gone Fishin’ Portfolio consists of 10 asset classes, so it has a broad diversification.
That’s the good news, now the bad news.
It is one of the very few portfolios on portfolioeinstein.com that has precious metals in it. In my younger years, I would have praised the inclusion of this asset class. Now, not so much.
Adding precious metals, including gold to your portfolio, is a not so subtle way to try and make your portfolio look smart. It is not intelligent. It is deadweight to your portfolio, quite literarily. You might get yourself a raise, but you will do a disservice to your clients and your portfolio.
Warren Buffet has, for many years, commented on gold, I recommend you check out his commentary fx, in his letter to his shareholders. 2011 and 2018 are good.
“[Gold] gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”
– Warren Buffett
Resources for the Gone Fishin’ Portfolio
You can find the book here. It is worth a read.
See the investment books that I recommend over at 55 Best Investing Books: Boost Your Money and Awesome Brain.
The Gone Fishin’ Portfolio website.
Suggestions for your next steps
Finding the correct portfolio is hard. Maintaining your portfolio is also daunting. If you are still in doubt about which portfolio to choose, we suggest you read our article How To Invest Money: 5 Simple Steps That Work For Anyone
If you have already committed to a portfolio – good for you! If you need help maintaining the portfolio you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
Rebalancing lowers your portfolio risk and can increase your returns.
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