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timjosephus Alexander Green`s Gone Fishin ETF Portfolio
Investment Model Portfolios

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.


Investment options of timjosephus Alexander Green`s Gone Fishin ETF Portfolio

Total Available Funds: 13
Asset Class Ticker Description
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
China Region EWH EWH
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
FIXED INCOME
Intermediate-Term Bond PTTDX PTTDX
Emerging Markets Bond PEMDX PEMDX
US EQUITY
LARGE BLEND VOO VOO
SMALL VALUE VBR VBR
Others
Technology VGT VGT
Natural Resources IGE IGE
INTERNATIONAL EQUITY
Miscellaneous Region EWS EWS
Miscellaneous Region EWA EWA
Miscellaneous Region EWL EWL
Miscellaneous Region EWC EWC

Investment model portfolios

We provide two types of investment model portfolios for timjosephus Alexander Green`s Gone Fishin ETF Portfolio participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.