MarketHeist Portfolio

Ivy Portfolio

by Meb Faber · rebalanced yearly

Faber's endowment-style five-way split across US stocks, foreign stocks, bonds, commodities, and real estate — the buy-and-hold version of the Ivy timing model.

CAGR
7.8%
Max Drawdown
-43.1%
Sharpe
0.73

Allocation

Holding Weight
VTI — US Total Stock Market20%
VEU — All-World ex-US20%
IEF — Intermediate Treasuries (7-10y)20%
DBC — Broad Commodities20%
VNQ — US REITs20%

See full analysis — CAGR, drawdowns, rolling returns →