Ivy Portfolio

The Ivy portfolio is described by Mebane Faber in the book The Ivy Portfolio, which details the investing strategies of the Harvard and Yale endowments.  Faber also encourages momentum timing strategies within these assets, but for direct comparison all charts here show simple annual rebalancing just like all of the other portfolios.

ivy-portfolio

Asset Allocation

  • 20% Total Stock Market
  • 20% International
  • 20% Intermediate Bonds
  • 20% Commodities
  • 20% REITs

Performance

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