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Ivy League

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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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Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Ivy League Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
32.2% US Equities 17.5%
32.2% Vanguard Total Stock Market ETF VTI 17.5%
21.0% International Equities 13.6%
18.2% REITS 4.6%
18.2% Vanguard REIT Index ETF VNQ 4.6%
14.6% TIPS 2.3%
14.0% Treasury Bonds 1.4%

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