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Gone Fishing Portfolio 2013


    David John Marotta
      Marotta Wealth Management
      www.MarottaOnMoney.com
Gone fishing 2013
The Importance of
  Asset Allocation
The Importance of
  Asset Allocation
Where in the World
Should You Invest?
The Importance of
                                                Asset Allocation



      Short    US     Foreign     US     Foreign   Hard
Age
      Money   Bonds   Bonds     Stocks   Stocks    Assets

20    0.0%    0.0%     0.0%     40.0%    45.0%      15.0%

30    3.0%    2.5%     1.8%     35.7%    40.4%      16.6%

40    3.0%    6.7%     4.9%     31.7%    35.7%      18.0%

50    3.0%    9.0%     6.5%     39.6%    33.3%      18.6%

60    3.0%    11.3%    8.2%     27.4%    30.9%      19.2%

70    5.0%    15.8%   11.5%     22.3%    25.2%      20.2%

80    5.0%    21.7%   15.7%     17.3%    19.4%      20.9%
The Importance of
                                                Asset Allocation



      Short    US     Foreign     US     Foreign   Hard
Age
      Money   Bonds   Bonds     Stocks   Stocks    Assets

20    0.0%    0.0%     0.0%     40.0%    45.0%      15.0%

30    3.0%    2.5%     1.8%     35.7%    40.4%      16.6%

40    3.0%    6.7%     4.9%     31.7%    35.7%      18.0%

50    3.0%    9.0%     6.5%     39.6%    33.3%      18.6%

60    3.0%    11.3%    8.2%     27.4%    30.9%      19.2%

70    5.0%    15.8%   11.5%     22.3%    25.2%      20.2%

80    5.0%    21.7%   15.7%     17.3%    19.4%      20.9%
PIMCO Funds Total Return (PTTRX/PTTDX)
PIMCO Emerging Markets Bonds (PEBIX/PEMDX)
80% Vanguard S&P 500 ETF (VOO)
20% Vanguard Information Tech ETF (VGT)
Gone fishing 2013
Where in the World
Should You Invest?
Where in the World
                            Should You Invest?



Index of Economic Freedom
EWH
EWS
EWA
EWL
EWC
VWO
VWO
15% iShares MSCI Hong Kong Index (EWH)
15% iShares MSCI Singapore Index (EWS)
15% iShares MSCI Australia Index (EWA)
15% iShares MSCI Switzerland Index (EWL)

10% iShares MSCI Canada Index (EWC)

30% Vanguard MSCI Emerging Markets (VWO)
IGE
60% iShares NAmer Natural Resources (IGE)
40% Vanguard U.S. REIT (VNQ)
The Importance of
                                                Asset Allocation



      Short    US     Foreign     US     Foreign   Hard
Age
      Money   Bonds   Bonds     Stocks   Stocks    Assets

20    0.0%    0.0%     0.0%     40.0%    45.0%      15.0%

30    3.0%    2.5%     1.8%     35.7%    40.4%      16.6%

40    3.0%    6.7%     4.9%     31.7%    35.7%      18.0%

50    3.0%    9.0%     6.5%     39.6%    33.3%      18.6%

60    3.0%    11.3%    8.2%     27.4%    30.9%      19.2%

70    5.0%    15.8%   11.5%     22.3%    25.2%      20.2%

80    5.0%    21.7%   15.7%     17.3%    19.4%      20.9%
3% Money Market
11.3% PIMCO Total Return (PTTRX/PTTDX)
8.2% PIMCO Emerging Bonds (PEBIX/PEMDX)
21.9% Vanguard S&P 500 ETF (VOO)
5.5% Vanguard Information Tech ETF (VGT)
4.6% iShares MSCI Hong Kong Index (EWH)
4.6% iShares MSCI Singapore Index (EWS)
4.6% iShares MSCI Australia Index (EWA)
4.6% iShares MSCI Switzerland Index (EWL)
3.2% iShares MSCI Canada Index (EWC)
9.3% Vanguard MSCI Emerging Markets (VWO)
11.5% iShares NAmer Natural Resources (IGE)
7.7% Vanguard U.S. REIT (VNQ)
Gone fishing 2013
The Importance of
                                       Asset Allocation




Summary
Invest in all 6 asset classes
Use index ETFs with low expense ratios
Tilt value and small for US stocks
Tilt Foreign toward specific countries
Monitor and rebalance annually
Gone Fishing Portfolio 2013


    David John Marotta
      Marotta Wealth Management
      www.MarottaOnMoney.com
30% Vanguard S&P 500 ETF (VOO)
30% Vanguard Mid-Cap Value (VOE)
20% Vanguard Small-Cap Value (VBR)
20% Vanguard Information Tech ETF (VGT)

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Gone fishing 2013

  • 1. Gone Fishing Portfolio 2013 David John Marotta Marotta Wealth Management www.MarottaOnMoney.com
  • 3. The Importance of Asset Allocation
  • 4. The Importance of Asset Allocation
  • 5. Where in the World Should You Invest?
  • 6. The Importance of Asset Allocation Short US Foreign US Foreign Hard Age Money Bonds Bonds Stocks Stocks Assets 20 0.0% 0.0% 0.0% 40.0% 45.0% 15.0% 30 3.0% 2.5% 1.8% 35.7% 40.4% 16.6% 40 3.0% 6.7% 4.9% 31.7% 35.7% 18.0% 50 3.0% 9.0% 6.5% 39.6% 33.3% 18.6% 60 3.0% 11.3% 8.2% 27.4% 30.9% 19.2% 70 5.0% 15.8% 11.5% 22.3% 25.2% 20.2% 80 5.0% 21.7% 15.7% 17.3% 19.4% 20.9%
  • 7. The Importance of Asset Allocation Short US Foreign US Foreign Hard Age Money Bonds Bonds Stocks Stocks Assets 20 0.0% 0.0% 0.0% 40.0% 45.0% 15.0% 30 3.0% 2.5% 1.8% 35.7% 40.4% 16.6% 40 3.0% 6.7% 4.9% 31.7% 35.7% 18.0% 50 3.0% 9.0% 6.5% 39.6% 33.3% 18.6% 60 3.0% 11.3% 8.2% 27.4% 30.9% 19.2% 70 5.0% 15.8% 11.5% 22.3% 25.2% 20.2% 80 5.0% 21.7% 15.7% 17.3% 19.4% 20.9%
  • 8. PIMCO Funds Total Return (PTTRX/PTTDX) PIMCO Emerging Markets Bonds (PEBIX/PEMDX)
  • 9. 80% Vanguard S&P 500 ETF (VOO) 20% Vanguard Information Tech ETF (VGT)
  • 11. Where in the World Should You Invest?
  • 12. Where in the World Should You Invest? Index of Economic Freedom
  • 13. EWH
  • 14. EWS
  • 15. EWA
  • 16. EWL
  • 17. EWC
  • 18. VWO
  • 19. VWO
  • 20. 15% iShares MSCI Hong Kong Index (EWH) 15% iShares MSCI Singapore Index (EWS) 15% iShares MSCI Australia Index (EWA) 15% iShares MSCI Switzerland Index (EWL) 10% iShares MSCI Canada Index (EWC) 30% Vanguard MSCI Emerging Markets (VWO)
  • 21. IGE
  • 22. 60% iShares NAmer Natural Resources (IGE) 40% Vanguard U.S. REIT (VNQ)
  • 23. The Importance of Asset Allocation Short US Foreign US Foreign Hard Age Money Bonds Bonds Stocks Stocks Assets 20 0.0% 0.0% 0.0% 40.0% 45.0% 15.0% 30 3.0% 2.5% 1.8% 35.7% 40.4% 16.6% 40 3.0% 6.7% 4.9% 31.7% 35.7% 18.0% 50 3.0% 9.0% 6.5% 39.6% 33.3% 18.6% 60 3.0% 11.3% 8.2% 27.4% 30.9% 19.2% 70 5.0% 15.8% 11.5% 22.3% 25.2% 20.2% 80 5.0% 21.7% 15.7% 17.3% 19.4% 20.9%
  • 24. 3% Money Market 11.3% PIMCO Total Return (PTTRX/PTTDX) 8.2% PIMCO Emerging Bonds (PEBIX/PEMDX) 21.9% Vanguard S&P 500 ETF (VOO) 5.5% Vanguard Information Tech ETF (VGT) 4.6% iShares MSCI Hong Kong Index (EWH) 4.6% iShares MSCI Singapore Index (EWS) 4.6% iShares MSCI Australia Index (EWA) 4.6% iShares MSCI Switzerland Index (EWL) 3.2% iShares MSCI Canada Index (EWC) 9.3% Vanguard MSCI Emerging Markets (VWO) 11.5% iShares NAmer Natural Resources (IGE) 7.7% Vanguard U.S. REIT (VNQ)
  • 26. The Importance of Asset Allocation Summary Invest in all 6 asset classes Use index ETFs with low expense ratios Tilt value and small for US stocks Tilt Foreign toward specific countries Monitor and rebalance annually
  • 27. Gone Fishing Portfolio 2013 David John Marotta Marotta Wealth Management www.MarottaOnMoney.com
  • 28. 30% Vanguard S&P 500 ETF (VOO) 30% Vanguard Mid-Cap Value (VOE) 20% Vanguard Small-Cap Value (VBR) 20% Vanguard Information Tech ETF (VGT)