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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
29.1% US Equities 0.8%
29.1% Vanguard Total Stock Market ETF VTI 0.8%
22.3% REITS 21.3%
22.3% Vanguard REIT Index ETF VNQ 21.3%
17.6% International Equities 11.7%
15.9% Treasury Bonds 9.4%
15.2% TIPS 1.5%

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