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.
Vanguard Tot Stock Market ETF
Vanguard All-World ex-US ETF
Vanguard Emerging Markets ETF
Vanguard Real Estate ETF
Vanguard Int-Term Treasury ETF
Vangrd Short-Term Infl-Protect
Mean annual return: 9.9%
Min annual return: -6.3%
Max annual return: 22.2%
Table of Annual Returns
- 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.