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Ivy League

7.5%
1.1%
0.3%

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
7.5%
1.1%
0.3%
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for as low as $9.95.
Motif Index 1 YR Return
Ivy League Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
33.1% US Equities 17.2%
33.1% Vanguard Total Stock Market ETF VTI 17.2%
19.4% International Equities 6.1%
14.8% Vanguard FTSE Developed Markets ETF VEA 6.7%
4.6% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
18.9% REITS 4.5%
18.9% Vanguard REIT Index ETF VNQ 4.5%
14.5% TIPS 3.3%
3.7% 8xxxx 8xx 8xxx 8x 8xxx 8xxxx 8xx 8xxx 88.8%
3.6% 8xxxxxxx 8xxxxxxxxx 8xxxxxxxxxxxxxxxxxx 8xxx 88.8%
3.6% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
3.6% 8xxxxxxxxx 8xxxx 8 8xxx 8xxxxx 8xxxxxxx 8xxx 88.8%
14.1% Treasury Bonds 0.2%
3.6% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxx 8xxxxxxxxxxx 8xxx 8xxx 8xxxxxxx 8 8xxx 88.8%
3.5% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%

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