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.
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 |
30 |
VEU
Vanguard FTSE All-World ex-US ETF |
15 |
VWO
Vanguard FTSE Emerging Markets ETF |
5 |
VNQ
Vanguard Real Estate ETF |
20 |
VGIT
Vanguard Intermediate-Term Treasury ETF |
15 |
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF |
15 |
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Historical Summary
Mean annual return: 7.5
Min annual return: -16.4
Max annual return: 21.0
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 14.4 |
| 2022 | -16.4 |
| 2021 | 17.5 |
| 2020 | 9.7 |
| 2019 | 21.0 |
| 2018 | -5.3 |
| 2017 | 13.4 |
| 2016 | 7.4 |
| 2015 | -0.7 |
| 2014 | 9.6 |
| 2013 | 11.8 |
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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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