David Swenson Yale Portfolio
This is a medium risk portfolio with an unusually high weighting in real estate. David Swensen claimed to use a portfolio like this as CIO of Yale University. Slightly different percentages of US and ex-US equities have been quoted elsewhere. Swenson is a fan of low cost, highly diversified index funds. Click here for more information.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
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VTI
Vanguard Tot Stock Market ETF | 30.0 |
VEU
Vanguard All-World ex-US ETF | 15.0 |
VWO
Vanguard Emerging Markets ETF | 5.0 |
VNQ
Vanguard Real Estate ETF | 20.0 |
VGIT
Vanguard Int-Term Treasury ETF | 15.0 |
VTIP
Vangrd Short-Term Infl-Protect | 15.0 |
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Historical Summary
Mean annual return: 11.2%
Min annual return: -5.9%
Max annual return: 21.5%
Table of Annual Returns
| Year | Return [%] |
|---|
| 2018 | -5.9 |
| 2019 | 21.5 |
| 2020 | 9.8 |
| 2021 | 19.2 |
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Historical growth
Misc. information
nan
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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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