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Alex Green The Gone Fishin Lazy Portfolio
live (public) 0.08% April 24
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.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| US Equity | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.02% | 15.61% |
| Small Cap | NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 0.08% | 14.89% |
| Emerging Market Stocks | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.53% | 10.08% |
| European Stocks | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.31% | 10.21% |
| Pacific Stock | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.29% | 10.02% |
| High Yield Bonds | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.0% | 9.91% |
| Investment Grade | VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.0% | 9.90% |
| Inflation Protected | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.17% | 9.72% |
| REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.15% | 4.48% |
| Precious Metals | VGPMX (VANGUARD PRECIOUS METALS AND MINING FUND INVESTOR SHARES) | 0.79% | 5.18% |
* Day change on 04/24/2024.
Previous
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Alex Green The Gone Fishin Lazy Portfolio | 1.3% | 10.3% | 1.2% | 6.1% | 5.7% | 8.4% |
| VFINX (Vanguard (S&P 500) Index) | 6.2% | 25.8% | 8.0% | 13.3% | 12.4% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.0% | 13.9% | 2.3% | 7.5% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 1.3 | 10.3 | 1.2 | 6.1 | 5.7 | 8.4 | 6.9 | 6.9 | 14.6 | -14.2 | 12.2 | 12.5 | 20.3 | -8.8 | 16.3 | 11.0 | -3.6 | 3.9 | 12.3 | 13.4 | -3.1 | 16.3 | 34.3 | -31.7 | 9.7 | 17.0 | 11.9 | 15.1 | 32.7 | -5.8 | -1.5 |
| Sharpe Ratio | NA | 0.02 | 0.7 | -0.09 | 0.32 | 0.39 | NA | NA | 0.45 | 1.05 | -0.99 | 1.27 | 0.55 | 2.38 | -1.03 | 3.12 | 1.01 | -0.36 | 0.52 | 1.4 | 1.3 | -0.18 | 1.12 | 1.58 | -1.21 | 0.52 | 1.43 | 1.29 | 1.68 | 3.68 | -0.63 | -0.77 |
| Draw Down(%) | NA | 4.2 | 9.5 | 21.9 | 27.4 | 27.4 | NA | NA | 47.0 | 9.5 | 21.3 | 4.8 | 27.4 | 4.4 | 15.3 | 2.2 | 7.9 | 12.3 | 6.9 | 8.2 | 9.0 | 17.5 | 11.1 | 20.6 | 43.6 | 8.8 | 11.0 | 5.6 | 9.3 | 7.7 | 19.0 | 8.1 |
| Standard Deviation(%) | NA | 8.5 | 9.3 | 11.8 | 14.1 | 11.8 | NA | NA | 13.0 | 9.8 | 15.7 | 9.6 | 22.2 | 7.9 | 9.8 | 5.0 | 10.6 | 10.2 | 7.4 | 8.8 | 10.3 | 17.7 | 14.5 | 21.7 | 26.9 | 12.9 | 9.6 | 7.5 | 8.5 | 8.7 | 11.0 | 5.0 |
| Treynor Ratio | NA | 0.0 | 0.1 | -0.02 | 0.07 | 0.08 | NA | NA | 0.1 | 0.16 | -0.25 | 0.18 | 0.2 | 0.31 | -0.19 | 0.26 | 0.15 | -0.06 | 0.06 | 0.17 | 0.18 | -0.04 | 0.21 | 0.44 | -0.51 | 0.09 | 0.16 | 0.15 | 0.24 | 0.75 | -0.18 | -0.18 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | 0.02 | 0.05 | -0.04 | 0.02 | 0.02 | 0.03 | 0.03 | 0.07 | 0.01 | -0.01 |
| Beta | NA | 0.61 | 0.68 | 0.63 | 0.62 | 0.62 | NA | NA | 0.61 | 0.66 | 0.61 | 0.66 | 0.61 | 0.6 | 0.55 | 0.61 | 0.71 | 0.6 | 0.6 | 0.74 | 0.76 | 0.74 | 0.78 | 0.77 | 0.63 | 0.76 | 0.83 | 0.63 | 0.6 | 0.43 | 0.37 | 0.21 |
| RSquared | NA | 0.7 | 0.74 | 0.85 | 0.89 | 0.87 | NA | NA | 0.84 | 0.78 | 0.9 | 0.81 | 0.93 | 0.9 | 0.9 | 0.65 | 0.77 | 0.85 | 0.84 | 0.88 | 0.89 | 0.95 | 0.94 | 0.94 | 0.94 | 0.9 | 0.76 | 0.73 | 0.61 | 0.7 | 0.79 | 0.82 |
| Sortino Ratio | NA | 0.02 | 1.03 | -0.12 | 0.43 | 0.53 | NA | NA | 0.62 | 1.57 | -1.36 | 1.8 | 0.7 | 3.49 | -1.31 | 5.1 | 1.44 | -0.48 | 0.72 | 1.94 | 1.97 | -0.24 | 1.6 | 2.3 | -1.56 | 0.7 | 2.13 | 1.91 | 2.35 | 5.93 | -0.87 | -1.03 |
| Yield(%) | N/A | 0.67 | 3.41 | 3.0 | 2.85 | 2.71 | N/A | N/A | 3.02 | 3.28 | 2.76 | 2.76 | 2.15 | 3.09 | 2.66 | 2.57 | 2.93 | 2.4 | 2.71 | 2.54 | 3.31 | 3.22 | 3.2 | 3.52 | 3.67 | 4.08 | 3.6 | 3.24 | 3.2 | 3.52 | 2.94 | 1.49 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
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