| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 0.1% | 9.6% | 0.6% | 5.2% | 4.9% | 6.7% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Alex Green The Gone Fishin Lazy Portfolio | 1.0% | 11.1% | 1.1% | 6.1% | 5.7% |
This plan uses Vanguard ETFs instead of index funds. Since there are no Vanguard funds for high yield bonds, inflation protected bonds and precious metal miners, we have to use some other equivalents.
Please also be aware that since most ETFs have short history, any historical performance before 2008 is not very meaningful. We suggest to look at the original index fund based plan for reference.
Alexander Green proposed this The Gone Fishin' Portfolio which was outlined in his book 'The Gone Fishin' Portfolio'. Based on the book, the following is the allocation using Vanguard low cost index funds (in the popular Bogleheads forum, there is a discussion thread devoted to this portfolio):
Vanguard Total Stock Market Index (VTSMX), (ETF: VTI) - 15%
Vanguard Small-Cap Index (NAESX) (ETF: VB) - 15%
Vanguard European Stock Index (VEURX) (ETF VGK) - 10%
Vanguard Pacific Stock Index (VPACX) (ETF VPL) - 10%
Vanguard Emerging Markets Index (VEIEX) (ETF VWO) - 10%
Vanguard Short-term Bond Index (VFSTX) (ETF BSV) - 10%
Vanguard High-Yield Corporates Fund (VWEHX) (ETF HYG) - 10%
Vanguard Inflation-Protected Securities Fund (VIPSX) (ETF TIP) - 10%
Vanguard REIT Index (VGSIX) (ETF VNQ) - 5%
Vanguard Precious Metals Fund (VGPMX) (ETF XME)- 5%
It is rebalanced once a year. MyPlanIQ maintains this static or lazy portfolio here.
Based on the http://www.gonefishinportfolio.com web site, the following is the historical performance from 2003-2009 which matches exactly to MyPlanIQ's Alex Green Gone Fishin Lazy Portfolio :
This portfolio should be compared with this plan's SAA or TAA growth portfolios as it has 20% safe fixed income exposure and in MyPlanIQ, we classify High Yield bond as a risky asset.
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