Оглавление
Alexander Henry Green. The Gone Fishin' Portfolio
Table of Contents
List of Tables
List of Illustrations
Guide
Pages
THE GONE FISHIN’ PORTFOLIO. Get Wise, Get Wealthy . . . and Get On with Your Life
FOREWORD
PREFACE
ACKNOWLEDGMENTS
Introduction
CHAPTER 1 The Unvarnished Truth About Your Money
LAY CLAIM TO WHAT'S YOURS
LEAVE NOTHING TO CHANCE
REEL IT IN …
CHAPTER 2 The First Step on the Road to Financial Freedom
SOMETIMES LESS IS MORE
A MATTER OF HOW WE VALUE THINGS
REEL IT IN …
CHAPTER 3 Change Your Mindset, Change Your Life
A CAN-DO ATTITUDE
THE RIGHT MINDSET
REEL IT IN …
CHAPTER 4 Why Some Investors Succeed … But Most Don't
AN EMBARRASSMENT OF RICHES
THE CASE FOR CAPITALISM
LOOKING ON THE BRIGHT SIDE
DON'T MIND THE MEDIA
REEL IT IN …
CHAPTER 5 Why Manage Your Own Money?
LET THE BUYER BEWARE
A TRIO WORTH LISTENING TO
REEL IT IN …
CHAPTER 6 Know What You Don't Know
NO, YOU DON'T
HUMILITY IS THE ONLY TRUE WISDOM
CERTAINTY—A FOOL'S PARADISE
REEL IT IN …
CHAPTER 7 Common Stocks: The Greatest Wealth Creators of All Time
THE BEST INVESTMENT … EVER
DON'T GET CAUGHT ON THE SIDELINES
A REASON FOR OPTIMISM
USING THE PAST TO SAFEGUARD YOUR FUTURE
REEL IT IN …
CHAPTER 8 Don't Buy What Wall Street Is Selling
THE MUTUAL FUND ADVANTAGE
THE WISER BET
THE LOW-FEE WAY TO BEAT THE STREET
LOWER COSTS, HIGHER RETURNS
A NEEDLESS DRAG ON PERFORMANCE
REEL IT IN …
CHAPTER 9 Your Single Most Important Investment Decision
SEVEN CRUCIAL FACTORS
How Much You Save
How Long Your Investments Compound
Your Asset Allocation
Your Security Selection
How Much Your Investments Return Annually
How Much You Pay in Annual Expenses
How Much You Pay in Taxes
THE IMPORTANCE OF THESE FACTORS IN THE GONE FISHIN' PORTFOLIO
HIGHER RETURNS WITH LESS VOLATILITY
THE GONE FISHIN' ASSET ALLOCATION MODEL
A NOBEL PRIZE–WINNING STRATEGY
THE BEAR MARKET PROTECTION KIT
REITs
Gold
Bonds
REEL IT IN …
CHAPTER 10 The Gone Fishin' Portfolio Unveiled
HOW TO PUT YOUR MONEY TO WORK
YOU MAY QUALIFY FOR EVEN LOWER COSTS
HOW TO KEEP YOUR PORTFOLIO ON TRACK
The Beauty of Rebalancing
PUTTING THE GONE FISHIN' PORTFOLIO TO THE TEST
A SIMPLE STRATEGY IN A COMPLEX WORLD
WHAT TO TELL THE NAYSAYERS
Unusual Success From Unusual Assets
Another Glittering Asset
The World Is Your Oyster
THERE IS ONLY ONE OBJECTIVE
UNDERSTAND THE GAME TO WIN IT
REEL IT IN …
CHAPTER 11 The ETF Alternative
FUNDS THAT TRADE LIKE STOCKS
WEIGHING THE ADVANTAGES OF ETFS
THE GONE FISHIN' PORTFOLIO 2.0
REEL IT IN …
CHAPTER 12 Why the Gone Fishin' Portfolio Is Your Best Investment Plan
THE PLAN THAT OUTPERFORMS PROFESSIONAL MONEY MANAGERS
HERE TODAY, GONE TOMORROW
The Four Biggest Investment Pitfalls
STICKING TO THE TRIED AND TRUE
REEL IT IN …
CHAPTER 13 How to Legally Stiff-Arm the IRS
PRE-TAX VERSUS POST-TAX RETURNS
THE TAXMAN COMETH
A PLACE FOR EVERYTHING … AND EVERYTHING IN ITS PLACE
REEL IT IN …
CHAPTER 14 The Last Two Essentials: Specific Goals and Realistic Expectations
TAKING AIM
FINDING THE BULL'S-EYE
HOW TO CALCULATE YOUR NUMBER
REEL IT IN …
CHAPTER 15 Your Most Precious Resource
THE KEY TO LONG-TERM INVESTMENT SUCCESS
A PLAN FOR ALL SEASONS
TIME IS ON YOUR SIDE
AFTERWORD
Appendix A Vanguard Funds. VANGUARD TOTAL STOCK MARKET INDEX FUND
Description
Performance
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD SMALL-CAP INDEX FUND
Description
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD EUROPEAN STOCK INDEX FUND
Description
Holdings
Top 10 Holdings as of 9/30/20
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD PACIFIC STOCK INDEX FUND
Description
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD EMERGING MARKETS STOCK INDEX FUND
Description
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND
Description
Holdings
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD HIGH-YIELD CORPORATE FUND
Description
Holdings
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD INFLATION-PROTECTED SECURITIES FUND
Description
Holdings
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANGUARD REAL ESTATE INDEX FUND
Description
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Minimums
Expenses
VANECK VECTORS GOLD MINERS ETF
Description
Holdings
Top 10 Holdings as of 9/30/2020
Risk Attributes
Management
Investment Policy
Expenses
NOTE
Appendix B ETFs
VANGUARD TOTAL STOCK MARKET ETF
Description
Top 10 Holdings as of 9/30/2020
VANGUARD SMALL-CAP ETF
Description
Top 10 Holdings as of 9/30/2020
VANGUARD FTSE EUROPE ETF
Description
Top 10 Holdings as of 9/30/2020
VANGUARD FTSE PACIFIC ETF
Description
Top 10 Holdings as of 9/30/2020
VANGUARD FTSE EMERGING MARKETS ETF
Description
Top 10 Holdings as of 9/30/2020
VANGUARD SHORT-TERM BOND ETF
Description
Holdings—Types of Bonds
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Description
Top 10 Holdings as of 9/30/2020
PIMCO© 15+ YEAR U.S. TIPS INDEX ETF*
Description
VANGUARD REAL ESTATE ETF
Description
Top 10 Holdings as of 9/30/2020
VANECK VECTORS GOLD MINERS ETF
Description
Top 10 Holdings as of 9/30/2020
ABOUT THE AUTHOR
INDEX
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