In this Gone Fishin’ Portfolio review, we’ll look at the strategy, who’s behind it and how it’s performed. The portfolio takes a passive approach that’s backed by research. And it provides many opportunities to increase returns, while lowering risk at the same time.
Before we dive in, you might also want to consider signing up for Liberty Through Wealth. It’s a free e-letter that’s packed with market wisdom. Whether you’re a beginner or already an experienced investor, you’ll find lots of useful tips and insight.
What is the Gone Fishin’ Portfolio?
Started in 2003, the Gone Fishin’ Portfolio provides a conservative approach to investing. It has a battle-tested strategy built on the most advanced principles of money management.
It’s based on an investment strategy that won the Nobel Prize in economics. Yet, it’s easy to follow and once set up. And it only takes 20 minutes a year to maintain…
That’s less than 0.004% of a year and it frees up plenty time to go fishing. Hence the name.
When it comes to investing, a little effort can lead to a huge difference in your portfolio. As you’ll see below, the Gone Fishin’ Portfolio has climbed more than 4x since its start. That’s a great return! And even more impressive when considering the low risk.
One big focus of the portfolio is allocation. By spreading a portfolio across different investments, it can smooth out the short-term swings. For example, when one fund is down, others might be up. And this can reduce short-term losses.
The Gone Fishin’ Portfolio is designed to be both aggressive enough to boost your long-term returns and uncorrelated enough to smooth out the inevitable bumps along the way.
To learn more about the strategy and allocation, there’s also a book dedicated to it. And we certainly recommend checking that out. The author behind it isn’t new to sharing his best strategies and he makes them easy to understand…
Alexander Green and the Oxford Club
Alexander Green is the Chief Investment Strategist at the Oxford Club. He’s the author of four national best-sellers and is an expert on momentum investing, value investing and investing based on insider activity.
As a Wall Street veteran, Alex has more than 20 years of experience as a research analyst, investment advisor, financial writer and portfolio manager. He now runs the successful Oxford Communiqué, ranked as one of the top investment newsletters by Hulbert Digest for more than a decade.
In that newsletter, the Gone Fishin’ Portfolio is one of four portfolios. Let’s take a closer look at how it’s preformed…
Performance Review and Feedback
Here’s a breakdown of the portfolio’s annual returns…
Of course, there are some down years, but it’s a long-term strategy. The buy-and-hold approach – along with occasional rebalancing – has led to some big returns.
Since its start in 2003, an investment of $100,000 in the portfolio – with dividends reinvested – was worth $415,215 at the end of 2019. And since then, the stock market has hit new highs so returns would be even higher.
Readers that have followed this approach should have some healthy gains. And across Alex’s research services, he’s received a lot of positive feedback…
“Reader for 10 years. I started with $150,000. Today I have $3.5 million despite all my personal and family expenses over this whole period. All of that growth was due to the recommendations I got from The Oxford Club.” – Pat Douglas
“[Alex] recommended it when it was $45 a share. I bought it five times. I made a MILLION-TWO on the fifth time [for 1,000% gains from 2004 to 2018].” – Sal Campisi
“My future retirement is looking rosier than ever! Keep up the good work and thank you so much for making this available.” – Brian Cornwell
That’s just a small sample of positive feedback. And meanwhile, Alex continues to share top-notch investment research…
I’ve mentioned the free e-letter Liberty Through Wealth above. But what I didn’t mention is that Alexander Green is also a writer for it. This is the easiest way possible to get some of his best insight for free. Simply sign up in the side bar or in the box down below.