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28. Alexander Green's Gone Fishin' Portfolio

Model risk: medium · Started: 2026-10-21 · Updated: 2026-11-06

Account$98,955
Return−1.04%
vs S&P 500+3.05%
Worst drop−2.48%

What it does

Ten funds: US stocks, small companies, foreign, emerging markets, real estate, gold, TIPS, short and corporate bonds. Weights as given by two reviews.

Origin and history since 1926 →

Account value

$95,270$96,865$98,460$100,055$101,6492026-10-222026-10-292026-11-06
Alexander Green's Gone Fishin' PortfolioS&P 500 buy & hold

Next move

No changes planned for the next session.

Holdings now

TickerQtyPriceValueShare
EEM160$59.33$9,4939.59%
EFA193$101.89$19,66519.87%
GLD13$372.52$4,8434.89%
IWM54$273.67$14,77814.93%
LQD96$104.53$10,03510.14%
SHY122$81.63$9,95910.06%
SPY19$735.29$13,97114.12%
TIP94$106.27$9,98910.09%
VNQ54$95.73$5,1695.22%
Cash$1,0541.06%

Trade log

DateActionTickerQtyPriceValueFee
2026-10-22BuyEFA193$103.26$19,929$9.96
2026-10-22BuyEEM160$62.05$9,928$4.96
2026-10-22BuySHY122$81.41$9,932$4.97
2026-10-22BuyLQD96$103.62$9,948$4.97
2026-10-22BuyTIP94$105.96$9,960$4.98
2026-10-22BuyVNQ54$91.54$4,943$2.47
2026-10-22BuyIWM54$274.81$14,840$7.42
2026-10-22BuySPY19$766.37$14,561$7.28
2026-10-22BuyGLD13$373.54$4,856$2.43

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