MarketHeist Portfolio

Yale Endowment (Swensen)

by David Swensen · rebalanced yearly

Swensen's individual-investor translation of the Yale model: diversified equities and real estate, with treasuries and TIPS as the only bonds worth holding.

CAGR
8.1%
Max Drawdown
-39.5%
Sharpe
0.73

Allocation

Holding Weight
VTI — US Total Stock Market30%
VEA — Intl Developed Markets15%
VWO — Emerging Markets5%
VNQ — US REITs20%
TLT — Long-Term Treasuries (20y+)15%
TIP — TIPS (Inflation-Protected)15%

See full analysis — CAGR, drawdowns, rolling returns →