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List of Tables

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1 Chapter 2TABLE 2.1 Effects of Saving $500 a Month at a 10% Annual Return

2 Chapter 7TABLE 7.1 Investing in Stocks During Troubled Times

3 Chapter 8TABLE 8.1 Vanguard Fees Versus Industry Average Fees

4 Chapter 9TABLE 9.1 Amount Needed to Reach $1 Million by Age 65 at 8% Annual Return

5 Chapter 10TABLE 10.1 The Gone Fishin' PortfolioTABLE 10.2 Annual Return of the Gone Fishin' Portfolio Versus S&P 500

6 Chapter 11TABLE 11.1 The Gone Fishin' Portfolio 2.0: Exchange-Traded FundsTABLE 11.2 The Gone Fishin' Portfolio: ETF Expenses

7 Chapter 13TABLE 13.1 Effects of Tax Management on a $100,000 Portfolio

8 Appendix ATABLE A.1 After-Tax Returns as of 9/30/2020TABLE A.2 Historical Volatility Measures as of 9/30/2020TABLE A.3 MinimumsTABLE A.4 ExpensesTABLE A.5 After-Tax Returns as of 09/30/2020TABLE A.6 Historical Volatility Measures as of 9/30/2020TABLE A.7 MinimumsTABLE A.8 ExpensesTABLE A.9 After-Tax Returns as of 9/30/2020TABLE A.10 Historical Volatility Measures as of 9/30/2020TABLE A.11 MinimumsTABLE A.12 ExpensesTABLE A.13 After-Tax Returns as of 9/30/2020TABLE A.14 Historical Volatility Measures as of 9/30/2020TABLE A.15 MinimumsTABLE A.16 ExpensesTABLE A.17 After-Tax Returns as of 9/30/2020 (Fee-Adjusted)TABLE A.18 Historical Volatility Measures as of 9/30/2020TABLE A.19 MinimumsTABLE A.20 ExpensesTABLE A.21 After-Tax Returns as of 9/30/2020TABLE A.22 Historical Volatility Measures as of 9/30/2020TABLE A.23 MinimumsTABLE A.24 ExpensesTABLE A.25 After-Tax Returns as of 9/30/2020TABLE A.26 Historical Volatility Measures as of 9/30/2020TABLE A.27 MinimumsTABLE A.28 ExpensesTABLE A.29 After-Tax Returns as of 9/30/2020TABLE A.30 Historical Volatility Measures as of 9/30/2020TABLE A.31 MinimumsTABLE A.32 ExpensesTABLE A.33 After-Tax Returns as of 9/30/2020TABLE A.34 Historical Volatility Measures as of 9/30/2020TABLE A.35 MinimumsTABLE A.36 ExpensesTABLE A.37 Performance Returns as of 9/30/2020TABLE A.38 Historical Volatility Measures as of 9/30/2020TABLE A.39 Expenses

9 Appendix BTABLE B.1 Performance Returns Before TaxesTABLE B.2 Performance Returns Before TaxesTABLE B.3 Performance Returns Before TaxesTABLE B.4 Performance Returns Before TaxesTABLE B.5 Performance Returns Before TaxesTABLE B.6 Performance Returns Before TaxesTABLE B.7 Performance Returns Before TaxesTABLE B.8 Performance Returns Before TaxesTABLE B.9 Performance Returns Before TaxesTABLE B.10 Performance Returns Before Taxes

The Gone Fishin' Portfolio

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