Alexander Green's Gone Fishin' Portfolio
Alexander Green
In brief
A diversified ten-fund portfolio designed for low-maintenance annual rebalancing.
Profile sources: Optimized Portfolio
- Published
- Last reviewed
At a glance
10 asset sleeves
Review annually and rebalance when allocations drift materially.
Growth assets
65%
Bonds & reserves
30%
Other diversifiers
5%
Target allocation
What the portfolio holds
U.S. large stocks
VOOVOO
15%
U.S. small stocks
VBVB
15%
European stocks
VGKVGK
10%
Pacific stocks
VPLVPL
10%
Emerging stocks
VWOVWO
10%
Short-term bonds
BSVBSV
10%
High-yield bonds
VWEAXVWEAX
10%
TIPS
SCHPSCHP
10%
REITs
VNQVNQ
5%
Precious metals
IAUIAU
5%
Tickers are liquid U.S.-listed examples, not recommendations or exact historical fund selections.
Allocation sources: Optimized Portfolio
Decision context
Potential advantages and trade-offs
These observations follow from the displayed allocation and implementation. They are not a recommendation or a prediction of future performance.
Potential advantages
- Spreads its target allocation across 10 distinct sleeves rather than relying on a single holding.
- Combines growth assets with bonds or reserves instead of depending on one broad asset class.
- Includes non-U.S. exposure, reducing exclusive dependence on one national market.
- Includes a diversifying sleeve outside conventional broad stocks and nominal bonds.
Important trade-offs
- 10 sleeves increase implementation, monitoring, and rebalancing complexity.
- Alternative sleeves can behave differently from familiar stock-and-bond benchmarks and may add fund cost or tracking differences.
- Representative ETF results can differ from the originator's indexes, funds, taxes, fees, and execution.
Portfolio Visualizer
Compare historical performance
Backtest this allocation beside two familiar U.S. equity benchmarks. The comparison starts with $10,000, reinvests dividends, and rebalances annually.
Growth of $10,000
Monthly total returns · maximum available history
Portfolio 1
Alexander Green's Gone Fishin' Portfolio
Target allocation from this profile
Portfolio 2
S&P 500
SPY benchmark
Portfolio 3
Nasdaq-100
QQQ benchmark
Portfolio Visualizer opens in a new tab because its site does not support embedded frames. Results begin at the latest common inception date for the selected funds.
Sources and context
Target allocations are educational examples, not personalized advice. Fund availability, taxes, trading costs, account type, time horizon, and capacity for loss can all change the appropriate implementation. Historical diversification does not guarantee future results.
Sources document the strategy, underlying methodology, or the representative funds used here. ETF tickers are illustrative U.S.-listed implementations and may differ from an originator’s original funds or current model.