So Just What Is the Gone Fishin' Portfolio? The Gone Fishin' Portfolio is a diversified, long-term, buy-and-hold investment portfolio that Alex created based on a Nobel Prize-winning theory. It is one of four model portfolios included with an Oxford Communiqué subscription. Alex launched the portfolio in 2003. Publisher John Wiley & Sons asked Alex to write a book about the concept after it produced several years of market-beating returns. The first edition was released in 2008. But a lot has happened since then... We saw the collapse of the housing market and the Great Recession, the longest bull market in history, and a global pandemic and economic shutdown. Despite these challenges, the Gone Fishin' Portfolio has delivered impressive, real-world returns. In fact, an investment in the Gone Fishin' Portfolio when it launched in 2003 has seen the chance to grow 368%. Just take a look at the chart below. An investment of $100,000 would have grown to a whopping $468,446. These results certainly make me look back and wish I had set up the portfolio for myself when I graduated from college in 2006. I could be sitting on a pretty penny right now! And this is truly an investment approach that every recent college graduate should try. Even if you're starting out with limited funds, this portfolio will continue to grow (through the magic of compound returns), setting you up for a lifetime of financial security. But Why This Strategy? The Gone Fishin' Portfolio offers a simple - but sophisticated - investment plan that is easy to set up and takes only 20 minutes per year to maintain. (Thus freeing you up to do more of what you want to do, like go fishin'.) The book is written in the style that Alex's readers know and love. It's forthright, uncomplicated and easy to understand, while still making a compelling case for the portfolio strategy. One Amazon reviewer summed it up perfectly: "It's straightforward and easy to read. But it's also brilliant due to its simplicity. I love it." Another reviewer explained what makes The Gone Fishin' Portfolio unique, especially compared with other investing books... The book is well written, interesting and doesn't burden the reader with jargon or assumed prior knowledge. Any ordinary person, regardless of formal education or background, can read this book and act on it.
Now, you may be wondering what sets the Gone Fishin' Portfolio apart from other investment strategies. Look again at those results above. Here's what so important to understand about them: They were achieved with a portfolio that's much safer than being fully invested in stocks. The Gone Fishin' Portfolio is made up of 10 asset classes. It's designed to be both aggressive enough to boost your long-term returns and uncorrelated enough (to the broad market) to smooth out the inevitable bumps along the way. Here's what another reviewer had to say... Great book with a concise explanation for making the right decisions without all the stress of managing a retirement portfolio. I feel armed with the right knowledge to go forward in making the correct decisions to adjust my current retirement portfolio in order to give myself and my family the best opportunity for a bright future.
This strategy is excellent, regardless of where you are on your investment journey. So whether you're just starting out, planning for your retirement or already a seasoned investor, I highly recommend that you pick up a copy of the new Gone Fishin' Portfolio today. You'll be glad you did. Good investing, Christina P.S. As graduation season approaches, consider picking up copies for any upcoming graduates you may know. The invaluable advice and simple portfolio strategy will make this a gift that keeps on giving. |
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