PortfoliosLab logo

Gone Fishin’ Portfolio

Last updated Oct 2, 2022

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 35 of 54

Dividend Yield

Rank 11 of 54

10Y Annualized Return

Rank 40 of 54

Sharpe Ratio

Rank 42 of 54

Maximum Drawdown

Rank 24 of 54


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’ Portfolio
Benchmark (^GSPC)
Portfolio components

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.

Gone Fishin’ Portfolio-8.25%-16.71%-20.70%-18.18%2.97%5.25%
Vanguard Total Stock Market ETF
Vanguard FTSE Pacific ETF
Vanguard S&P Small-Cap 600 ETF
Vanguard Real Estate ETF
iShares iBoxx $ High Yield Corporate Bond ETF
iShares Gold Trust
Vanguard Total Bond Market ETF
Vanguard FTSE Emerging Markets ETF
Vanguard Short-Term Inflation-Protected Securities ETF
Vanguard FTSE Europe ETF

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 -1.12. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Gone Fishin’ Portfolio
Benchmark (^GSPC)
Portfolio components

Gone Fishin’ PortfolioDividends

Gone Fishin’ Portfolio granted a 3.30% dividend yield in the last twelve months.


Dividend yield


Gone Fishin’ PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Gone Fishin’ Portfolio
Benchmark (^GSPC)
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 26.03%, recorded on Mar 23, 2020. It took 102 trading sessions for the portfolio to recover.



To Bottom


To Recover



-26.03%Jan 21, 202044Mar 23, 2020102Aug 17, 2020146
-21.56%Nov 9, 2021225Sep 30, 2022
-14.36%Apr 29, 2015200Feb 11, 2016117Jul 29, 2016317
-13.13%Jan 29, 2018229Dec 24, 201889May 3, 2019318
-7.69%May 22, 201323Jun 24, 201360Sep 18, 201383
-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 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.

Gone Fishin’ Portfolio
Benchmark (^GSPC)
Portfolio components

More Tools for Gone Fishin’ Portfolio