Invest in

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
30.1% US Equities 5.7%
30.1% Vanguard Total Stock Market ETF VTI 5.7%
20.3% International Equities 1.1%
19.0% REITS 7.8%
19.0% Vanguard REIT Index ETF VNQ 7.8%
15.4% TIPS 6.1%
15.1% Treasury Bonds 4.4%

Quotes delayed 15 mins. Currently Oct 27, 2016 8:41:36 AM. Fields are marked with -- when data is unavailable.