Ivy League Portfolio
This portfolio is roughly an average of the endowments of Harvard, Stanford and Yale (excluding the less accessible assets).
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VTI
Vanguard Tot Stock Market ETF |
35 |
BND
Vanguard Total Bond Market ETF |
28 |
VXUS
Vanguard Total International Stock ETF |
15 |
GSG
iShares S&P GSCI Commodity-Indexed Trust |
11 |
VNQ
Vanguard Real Estate ETF |
11 |
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Historical Summary
Mean annual return: 7.5
Min annual return: -13.1
Max annual return: 21.4
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 13.8 |
| 2022 | -13.1 |
| 2021 | 18.5 |
| 2020 | 8.0 |
| 2019 | 21.4 |
| 2018 | -6.2 |
| 2017 | 13.5 |
| 2016 | 7.9 |
| 2015 | -3.8 |
| 2014 | 5.1 |
| 2013 | 13.4 |
| 2012 | 11.5 |
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Historical growth
Misc. information
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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.
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