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Ivy League Portfolio

Select portfolio:

This portfolio is roughly an average of the endowments of Harvard, Stanford and Yale (excluding the less accessible assets). Click here for more information.

This portfolio may not reflect the current view of the author.

AssetHolding [%]
VTI
Vanguard Tot Stock Market ETF
35.0
BND
Vanguard Total Bond Market ETF
28.0
VXUS
Vanguard Total Intl Stock ETF
15.0
GSG
iShares Commodity-Indexed Trust
11.0
VNQ
Vanguard Real Estate ETF
11.0

Historical Summary

Mean annual return: 9.4%

Min annual return: -6.8%

Max annual return: 22.1%

Table of Annual Returns

YearReturn [%]
2017 13.5
2018 -6.8
2019 22.1
2020 9.0

Historical growth

Misc. information

nan


Notes

  • Returns assume dividend reinvestment.
  • Returns assume continuous rebalancing.
  • Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds. Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.

Click here for other historical returns.