Gone Fishin’ Portfolio
Gone Fishin’ is a portfolio described by Alexander Green, chief investment strategist of the Oxford Club, in his book. It is a broadly diversifies portfolio consisting of 10 ETFs. 60% of Gone Fishin’ portfolio divided between US and non-US stocks. Another 30% shared equally among TIPS, corporate investment-grade bonds, and corporate high-yield bonds. The remaining 10% divided between real-estate investment trusts (REITs) and precious metals.
Gone Fishin’ PortfolioAsset Allocation
Gone Fishin’ PortfolioPerformance
The chart shows the growth of $10,000 invested in Gone Fishin’ Portfolio in Oct 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,635 for a total return of roughly 66.35%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Gone Fishin’ PortfolioReturns
As of Oct 2, 2022, the Gone Fishin’ Portfolio returned -22.54% Year-To-Date and 5.56% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -10.05% | -20.85% | -24.77% | -17.75% | 7.32% | 9.50% |
| Gone Fishin’ Portfolio | -8.25% | -16.71% | -20.70% | -18.18% | 2.97% | 5.25% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -9.90% | -20.52% | -24.82% | -18.85% | 8.58% | 11.30% |
VPL Vanguard FTSE Pacific ETF | -10.40% | -21.57% | -25.50% | -27.30% | -0.76% | 4.01% |
VIOO Vanguard S&P Small-Cap 600 ETF | -10.73% | -18.47% | -23.16% | -20.18% | 4.81% | 10.18% |
VNQ Vanguard Real Estate ETF | -13.28% | -24.74% | -29.32% | -20.02% | 3.09% | 6.17% |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | -4.27% | -11.04% | -15.25% | -14.69% | 0.53% | 2.57% |
IAU iShares Gold Trust | -3.61% | -14.39% | -9.42% | -4.02% | 5.16% | -0.73% |
BND Vanguard Total Bond Market ETF | -4.58% | -9.21% | -14.51% | -14.70% | -0.34% | 0.83% |
VWO Vanguard FTSE Emerging Markets ETF | -9.95% | -19.24% | -24.46% | -24.03% | -0.81% | 1.32% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | -3.41% | -3.84% | -4.19% | -3.00% | 2.29% | 1.23% |
VGK Vanguard FTSE Europe ETF | -10.47% | -24.08% | -30.56% | -27.28% | -1.50% | 3.16% |
| Returns over 1 year are annualized | ||||||
Gone Fishin’ PortfolioDividends
Gone Fishin’ Portfolio granted a 3.30% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.30% | 2.49% | 2.09% | 2.74% | 3.14% | 2.67% | 2.86% | 3.00% | 3.26% | 3.08% | 3.51% | 3.96% | 4.28% |
Gone Fishin’ PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Gone Fishin’ PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Gone Fishin’ Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Gone Fishin’ Portfolio is 26.03%, recorded on Mar 23, 2020. It took 102 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.03% | Jan 21, 2020 | 44 | Mar 23, 2020 | 102 | Aug 17, 2020 | 146 |
| -21.56% | Nov 9, 2021 | 225 | Sep 30, 2022 | — | — | — |
| -14.36% | Apr 29, 2015 | 200 | Feb 11, 2016 | 117 | Jul 29, 2016 | 317 |
| -13.13% | Jan 29, 2018 | 229 | Dec 24, 2018 | 89 | May 3, 2019 | 318 |
| -7.69% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.31% | Jul 7, 2014 | 70 | Oct 13, 2014 | 85 | Feb 13, 2015 | 155 |
| -5.36% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -4.51% | Oct 13, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -4.3% | May 6, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |
| -4.27% | Sep 8, 2016 | 42 | Nov 4, 2016 | 23 | Dec 8, 2016 | 65 |
Gone Fishin’ PortfolioVolatility Chart
Current Gone Fishin’ Portfolio volatility is 12.96%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.