Alex Green The Gone Fishin Lazy Portfolio
0.24%April 17 | MyPlanIQ portfolio symbol P_20970

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) - 15%
Vanguard Small-Cap Index (NAESX) - 15%
Vanguard European Stock Index (VEURX) - 10%
Vanguard Pacific Stock Index (VPACX) - 10%
Vanguard Emerging Markets Index (VEIEX) - 10%
Vanguard Short-term Bond Index (VFSTX) - 10%
Vanguard High-Yield Corporates Fund (VWEHX) - 10%
Vanguard Inflation-Protected Securities Fund (VIPSX) - 10%
Vanguard REIT Index (VGSIX) - 5%
Vanguard Precious Metals Fund (VGPMX) - 5%

This portfolio rebalances annually. Its start date is 12/31/2000.

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Rolling Returns

From 12/31/2000 to 04/17/2024, the worst annualized return of 3-year rolling returns is -7.07%.

From 12/31/2000 to 04/17/2024, the worst annualized return of 5-year rolling returns is 2.03%.

From 12/31/2000 to 04/17/2024, the worst annualized return of 10-year rolling returns is 4.81%.

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