Swensen Portfolio

This is the portfolio David Swensen (manager of the Yale endowment) recommends for individual investors in his book Unconventional Success.

sernsen-portfolio

Asset Allocation

  • 30% Total Stock Market
  • 15% International
  • 5% Emerging Markets
  • 30% Intermediate Bonds¹
  • 20% REITs

Notes

  1. Swensen specifically calls for 15% TIPS as part of the bond portion of the portfolio.  I don’t have good data for that asset, so I added it to the overall IT bond allocation.  Be sure to read Swensen’s explanation for why he chooses the assets he does.

David Swensen is most famous for his role as chief investment officer of the Yale Endowment, and that often causes confusion when people talk about the “Yale Portfolio”.  The Yale Endowment manages billions of dollars and invests in all kinds of exotic assets only available to large institutions.  The portfolio here is different and is Swensen’s recommendation to people like you and me.  /// More Info ///

Performance

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