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David Swenson Yale Portfolio

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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.

AssetHolding [%]
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

Historical Summary

Mean annual return: 9.8%

Min annual return: -6.2%

Max annual return: 21.9%

Table of Annual Returns

YearReturn [%]
2017 13.1
2018 -6.2
2019 21.9
2020 10.3

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.