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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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Portfolio Index 1 YR Return
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Weight Segment & Stocks Symbol 1 YR Return
31.9% US Equities 26.9%
21.1% International Equities 18.2%
15.7% Vanguard FTSE Developed Markets ETF VEA 18.4%
5.3% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
19.3% REITS 23.9%
19.3% Vanguard REIT Index ETF VNQ 23.9%
13.9% TIPS 9.5%
3.5% 8xxxxxxxxx 8xxxx 8 8xxx 8xxxxx 8xxxxxxx 8xxx 88.8%
3.5% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
3.5% 8xxxxxxx 8xxxxxxxxx 8xxxxxxxxxxxxxxxxxx 8xxx 88.8%
3.4% 8xxxx 8xx 8xxx 8x 8xxx 8xxxx 8xx 8xxx 88.8%
13.7% Treasury Bonds 9.1%
3.5% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxx 8xxxxxxxxxxx 8xxx 8xxx 8xxxxxxx 8 8xxx 88.8%
3.4% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%
3.3% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
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