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Ivy League


Investing the Yale Way

David Swensen gained a huge following with his performance directing investments for Yale University’s endowment fund, ultimately leading to the widespread investments in hedge funds, private equity and a variety of other alternative assets by what had been conservatively run endowments. Swensen outlined his Ivy League portfolio strategy in his book Unconventional Success: A Fundamental Approach to Personal Investment.[1] This asset-allocation model, which includes US and international equities, also provides significant exposure to real estate and inflation-protected securities, making it a potentially attractive strategy for investors looking to hedge against inflation. See more
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Motif Index 1 YR Return
Ivy League Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
28.5% US Equities 0.6%
28.5% Vanguard Total Stock Market ETF VTI 0.6%
20.5% REITS 0.0%
20.5% Vanguard REIT Index ETF VNQ 0.0%
19.4% International Equities 11.3%
14.4% Vanguard FTSE Developed Markets ETF VEA 11.6%
5.0% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
16.0% Treasury Bonds 1.5%
4.0% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%
4.0% 8xxxxx 8xxxxxxxxxxx 8xxx 8xxx 8xxxxxxx 8 8xxx 88.8%
4.0% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
4.0% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
15.5% TIPS 2.0%
4.0% 8xxxxxxxxx 8xxxx 8 8xxx 8xxxxx 8xxxxxxx 8xxx 88.8%
3.9% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
3.9% 8xxxxxxx 8xxxxxxxxx 8xxxxxxxxxxxxxxxxxx 8xxx 88.8%
3.7% 8xxxx 8xx 8xxx 8x 8xxx 8xxxx 8xx 8xxx 88.8%

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