David Swensen Unconventional Success Portfolio
Summary
David Swensen's Unconventional Success is an investment strategy that focuses on long-term, diversified, and low-cost portfolios. Swensen, the chief investment officer at Yale University, advocates for individual investors to use index funds instead of actively managed funds, and to allocate a significant portion of their portfolios to equities. The goal is to achieve consistent and competitive returns while minimizing fees and taxes. This approach challenges the traditional wisdom of Wall Street and emphasizes the importance of simplicity, transparency, and discipline in building a successful investment portfolio.
More Information:
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 30.0 |
| US Real Estate Equities | VNQ | 20.0 |
| Developed Markets Ex-US Equities | VEA | 15.0 |
| Emerging Mkts Equities | EEM | 5.0 |
| Intermediate-Term US Treasuries | IEF | 15.0 |
| US TIPS | TIP | 15.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.51% | 0.11% | -1.39% | 2.39% | 8.80% | 9.42% | 69.23% | 87.32% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 9.10% | 14.44% | -18.52% | 17.60% | 10.85% | 21.67% | -5.75% | 13.92% | 7.41% | -0.25% |
Total Return Over Time
No Taxes, No Rebalancing.
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