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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
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
30.2% US Equities 17.0%
30.2% Vanguard Total Stock Market ETF VTI 17.0%
20.0% International Equities 18.0%
15.2% Vanguard FTSE Developed Markets ETF VEA 17.5%
4.9% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
19.7% REITS 1.3%
19.7% Vanguard REIT Index ETF VNQ 1.3%
15.1% TIPS 0.6%
3.8% 8xxxx 8xx 8xxx 8x 8xxx 8xxxx 8xx 8xxx 88.8%
3.8% 8xxxxxxx 8xxxxxxxxx 8xxxxxxxxxxxxxxxxxx 8xxx 88.8%
3.8% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
3.8% 8xxxxxxxxx 8xxxx 8 8xxx 8xxxxx 8xxxxxxx 8xxx 88.8%
15.0% Treasury Bonds 2.3%
3.8% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
3.7% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
3.7% 8xxxxx 8xxxxxxxxxxx 8xxx 8xxx 8xxxxxxx 8 8xxx 88.8%
3.7% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%

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