Ivy League
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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
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
31.9% US Equities 7.0%
31.9% Vanguard Total Stock Market ETF VTI 7.0%
20.1% REITS 5.4%
20.1% Vanguard REIT Index ETF VNQ 5.4%
18.7% International Equities 4.2%
13.9% Vanguard FTSE Developed Markets ETF VEA 4.3%
4.8% Vanguard MSCI Emerging Markets ETF VWO 3.7%
14.9% Treasury Bonds 4.0%
14.9% iShares Barclays 7-10 Year Treasury ETF IEF 4.0%
14.4% TIPS 1.9%
14.4% Vanguard Short-Term Inflation-Protected Securities ETF VTIP 1.9%