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.
- Expense Ratio
- 0.13%
- Dividend Yield
- 1.96%
Gone Fishin’ PortfolioAsset Allocation
Gone Fishin’ PortfolioPerformance
The chart shows the growth of $10,000 invested in Gone Fishin’ Portfolio on Oct 17, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,125 for a total return of roughly 101.25%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Gone Fishin’ PortfolioReturns
As of Apr 18, 2021, the Gone Fishin’ Portfolio returned 7.50% Year-To-Date and 8.60% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Gone Fishin’ Portfolio | 2.57% | 7.50% | 18.54% | 38.57% | 10.72% | 8.60% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.25% | -2.85% | -2.07% | -0.41% | 3.28% | 2.74% |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | 2.18% | 1.07% | 5.55% | 12.95% | 6.33% | 4.65% |
IAU iShares Gold Trust | 2.30% | -6.73% | -6.63% | 5.16% | 7.35% | -0.08% |
VGK Vanguard FTSE Europe ETF | 6.00% | 11.15% | 26.94% | 51.71% | 9.70% | 7.71% |
VIOO Vanguard S&P Small-Cap 600 ETF | -0.07% | 20.92% | 46.74% | 89.25% | 15.76% | 14.92% |
VNQ Vanguard Real Estate ETF | 5.39% | 13.84% | 21.55% | 31.36% | 7.13% | 9.01% |
VPL Vanguard FTSE Pacific ETF | 1.99% | 6.13% | 24.34% | 49.13% | 10.94% | 9.04% |
VTI Vanguard Total Stock Market ETF | 6.28% | 11.94% | 23.21% | 54.15% | 17.44% | 15.66% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 0.55% | 1.44% | 2.68% | 6.41% | 2.75% | 1.50% |
VWO Vanguard FTSE Emerging Markets ETF | 1.07% | 5.46% | 18.84% | 51.32% | 11.33% | 5.47% |
| Returns over 1 year are annualized | ||||||
Gone Fishin’ PortfolioDividends
Gone Fishin’ Portfolio granted a 1.96% dividend yield in the last twelve months, as of Apr 18, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.96% | 2.06% | 2.54% | 2.83% | 2.35% | 2.39% | 2.42% | 2.55% | 2.30% | 2.41% | 2.72% | 2.77% |
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 {{portfolioName}} is 26.04%, recorded on Mar 23, 2020. It took 102 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.04% | Jan 21, 2020 | 44 | Mar 23, 2020 | 102 | Aug 17, 2020 | 146 |
| -14.36% | Apr 29, 2015 | 200 | Feb 11, 2016 | 117 | Jul 29, 2016 | 317 |
| -13.11% | 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 |
| -4.23% | Oct 18, 2012 | 19 | Nov 15, 2012 | 17 | Dec 11, 2012 | 36 |
Gone Fishin’ PortfolioVolatility Chart
Current Gone Fishin’ Portfolio volatility is 3.90%. 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.