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

Localized portfolio versions are organized by home country

CANGERUKUSA
20%Total Stock MarketCAN-TSMGER-TSMUK-TSMUSA-TSM
20%InternationalWLDX-TSMWLD-TSMWLD-TSMWLDX-TSM
20%Intermediate BondsCAN-ITGER-ITUK-ITUSA-IT
20%CommoditiesCOMCOMCOMCOM
20%REITsREITREITREITREIT

Study your own interpretation with the My Portfolio tool

Performance

Change the home country to translate the portfolio to local assets, currency, and inflation