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Lazy Portfolio: David Swensen Unconventional Success
Summary
David Swensen's Unconventional Success is an investment strategy that focuses on constructing a diversified portfolio with a long-term approach. It emphasizes the importance of low-cost index funds and a well-balanced asset allocation, including exposure to domestic and international equities, fixed income, and real assets. The goal of this approach is to achieve strong, consistent returns while minimizing risk and avoiding high fees. This strategy is based on Swensen's experience managing Yale University's endowment fund, which has outperformed many traditional investment approaches.
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 |
Performance: Overall % Return
Rebalance Yearly.
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