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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

Rank 34 of 53

0.13%
0.00%0.94%
Dividend Yield

Rank 5 of 53

2.22%
0.00%2.71%
10Y Annualized Return

Rank 38 of 53

8.40%
4.86%39.66%
Sharpe Ratio

Rank 33 of 53

1.76
0.433.06
Maximum Drawdown

Rank 27 of 53

-26.04%
-38.24%-10.21%

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 $20,644 for a total return of roughly 106.44%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Gone Fishin’ Portfolio
Benchmark (S&P 500)
Portfolio components

Gone Fishin’ PortfolioReturns

As of Oct 16, 2021, the Gone Fishin’ Portfolio returned 10.27% Year-To-Date and 8.40% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Gone Fishin’ Portfolio-0.09%2.83%10.27%21.41%10.47%8.40%
VTI
Vanguard Total Stock Market ETF
0.98%7.19%19.68%31.54%18.22%15.57%
VPL
Vanguard FTSE Pacific ETF
-4.33%-2.75%3.08%19.55%9.18%8.16%
VIOO
Vanguard S&P Small-Cap 600 ETF
3.66%2.20%23.13%50.66%14.76%14.26%
VNQ
Vanguard Real Estate ETF
0.10%12.40%27.67%36.05%9.44%9.88%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
-0.57%1.69%2.98%7.35%5.18%4.60%
IAU
iShares Gold Trust
-2.07%0.06%-7.17%-7.07%6.90%-0.12%
BND
Vanguard Total Bond Market ETF
-1.39%0.73%-1.87%-1.22%3.19%2.70%
VWO
Vanguard FTSE Emerging Markets ETF
0.14%-0.10%5.01%17.86%9.54%5.10%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
0.15%2.93%4.47%5.77%3.08%1.75%
VGK
Vanguard FTSE Europe ETF
-0.82%5.26%15.62%30.97%11.07%7.73%

Gone Fishin’ PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Gone Fishin’ Portfolio Sharpe ratio is 1.76. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


Gone Fishin’ Portfolio
Benchmark (S&P 500)
Portfolio components

Gone Fishin’ PortfolioDividends

Gone Fishin’ Portfolio granted a 2.22% dividend yield in the last twelve months, as of Oct 16, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

2.22%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’ Portfolio
Benchmark (S&P 500)
Portfolio components

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 26.04%, 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, 202044Mar 23, 2020102Aug 17, 2020146
-14.36%Apr 29, 2015200Feb 11, 2016117Jul 29, 2016317
-13.11%Jan 29, 2018229Dec 24, 201889May 3, 2019318
-7.69%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.73%May 6, 20215May 12, 2021
-6.31%Jul 7, 201470Oct 13, 201485Feb 13, 2015155
-5.36%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-4.51%Oct 13, 202012Oct 28, 20206Nov 5, 202018
-4.3%May 6, 201919May 31, 201914Jun 20, 201933
-4.27%Sep 8, 201642Nov 4, 201623Dec 8, 201665

Gone Fishin’ PortfolioVolatility Chart

Current Gone Fishin’ Portfolio volatility is 11.28%. 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.


Gone Fishin’ Portfolio
Benchmark (S&P 500)
Portfolio components

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