The David Swensen Portfolio - How to Invest like the Yale Endowment

The David Swensen Portfolio⛱ How to Invest like the Yale Endowment 📚 Unconventional Success: https://amzn.to/3y0ehSL

Tools & Resources

📚 My Book (of course): https://amzn.to/2MsRJ9B
💰 Personal Capital: https://robberger.com/go/personal-capital/yt-swensen
📈 Stock Rover: https://robberger.com/go/stock-rover/yt-swensen
David Swensen Portfolio: m1finance.8bxp97.net/XxmZzG
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/d/1TgS9I6k495XvBbUmjO7fzC05iAQM815Y7gbk2u2EbE0/edit?usp=sharing

David Swensen, the portfolio manager who led the Yale Endowment for decades, advocated an investment portfolio of 70% stocks and 30% bonds. In this vide we explore his portfolio, look at the asset classes, and evaluate it through several tools.

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Видео The David Swensen Portfolio - How to Invest like the Yale Endowment канала Rob Berger