Gone Fishin' Portfolio on Invest engine

Venomspread3r

Hello Guys I hope everyone is doing well.
I've just finished reading "The Gone Fishin portfolio' which I found very interesting but it's US based.
I'm looking to replicate this portfolio for a UK Based investor more specifically on Invest engine if I can.

Can anybody if they would like to help give me some solid UK alternatives as some of these either Aren't on invest engine OR aren't funds anymore.

Many thanks.

EthicsGradient

You'd have to specify what you want the portfolio for, first. Is it that you want the US weighting that the one above has, using funds available in the UK, or do you want a portfolio weighted to the UK as much as that one is to the US? There's a lot of difference.

Eyeful

1. How much are you going to put into this investment?
2..How much investment experience do you have?
3. Do you have sufficient time to monitor & alter the weightings as they change during over the years. 
4. What does your current portfolio.
5. Perhaps the following might be of interest to you, in this order:
https://www.kroijer.com/
https://monevator.com/investment-portfolio-examples/
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
https://portfoliocharts.com/
https://www.biglawinvestor.com/meet-the-gotrocks-family/

Bostonerimus1

Rather than "Gone Fishin'" take a look at "Lazy Portfolios" and don't believe that more funds is necessarily better in a portfolio or that you have to include every geography and asset class you can think of.

masonic

I think this portfolio could be simplified using a global equities, global aggregate bond fund, plus the other tilts. You should find most of what you need using the screener at https://www.justetf.com/uk/search.html?search=ETFS

Constructing this for a UK investor will involve some decisions on your part, e.g. UK bias?, should property be domestic?, gold miners vs physical gold, geographic spread of the small caps.

Albermarle

EthicsGradient said:

You'd have to specify what you want the portfolio for, first. Is it that you want the US weighting that the one above has, using funds available in the UK, or do you want a portfolio weighted to the UK as much as that one is to the US? There's a lot of difference.

I maybe misunderstanding what all the funds are but at first glance it seemed rather ' US Lite' for a US portfolio.
10% in Europe , 10% emerging markets and 10% Pacific, out of 60% equities overall.

Venomspread3r

EthicsGradient said:

You'd have to specify what you want the portfolio for, first. Is it that you want the US weighting that the one above has, using funds available in the UK, or do you want a portfolio weighted to the UK as much as that one is to the US? There's a lot of difference.

Hi @EthicsGradient yes I should have said I'd like to replicate this in the US weighting and seeing if I can do this on Invest engine or Trading 212

Venomspread3r

Eyeful said:

1. How much are you going to put into this investment?
2..How much investment experience do you have?
3. Do you have sufficient time to monitor & alter the weightings as they change during over the years. 
4. What does your current portfolio.
5. Perhaps the following might be of interest to you, in this order:
https://www.kroijer.com/
https://monevator.com/investment-portfolio-examples/
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
https://portfoliocharts.com/
https://www.biglawinvestor.com/meet-the-gotrocks-family/

Thanks this is an experiment I have my normal All world cap for my monthly investments with this I wanted to see how it performs after a year I'll proberbly put a £1000 & top it up every month - I've read the Gone Fishin' portfolio book which I thoroughly enjoyed so just looking to see if I can replicate it as best I can & just wanted to see if any helpful members could come up with some alternatives 

Thanks for the links I'm sure I'll enjoy reading through 

Venomspread3r

This is what I came up with but to mimic this as much as possible to the original I'm not looking for UK bias I just want to replicate that as much as possible with funds available on Trading 212 or Investengine.

I've not reinvented the wheel here I just typed in the original gone fishin funds to see if they were still functioning some are some are not. I could be way off base.

Ife attached a screenshot of my portfolio pie on trading 212 I've not put any funds in yet.

masonic

The original funds appear to be US domiciled, so won't be available in the UK as they won't have the correct cost disclosure documentation. So it is not a surprise you'd need to find alternatives.

From the screenshot you've posted, the full names of the funds cannot be seen, guessing how the names end, they look reasonable. Whether this portfolio will be any better than a single multi-asset fund is anyone's guess.

Venomspread3r

masonic said:

The original funds appear to be US domiciled, so won't be available in the UK as they won't have the correct cost disclosure documentation. So it is not a surprise you'd need to find alternatives.

From the screenshot you've posted, the full names of the funds cannot be seen, guessing how the names end, they look reasonable. Whether this portfolio will be any better than a single multi-asset fund is anyone's guess.

Apologies ok these are :

[EQUITIES]
FWRG / WLDS / VFEG / VEUA / VDPG

[BONDS]
GHYG / VUSC / ITPG

[ALTERNATIVES]
GDGB / TREG