SWENSEN PORTFOLIO 💰2,000%+ RETURN 💰ULTIMATE INVESTING PORTFOLIO💰

With over $27 billion dollars under management, the Yale endowment is the second largest college endowment in the world (Harvard is #1). It wasn’t always that way. The Yale endowment had “only” $1.4 billion back in 1985 when David Swensen took over.

Given his incredible track record, many individual investors have wanted to follow his investing advice for their own portfolios. About David Swensen David Swensen took over management of Yale’s endowment in 1985. In the subsequent three decades, he has produced superlative returns (including a 20-year winning streak of positive returns from 1988-2007).

As a result, his investment style has been emulated by many other university endowments. He described his investment approach in the book, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, published back in 2000. In 2005, David Swensen published a follow-up book written for the average investor.

This book, Unconventional Success: A Fundamental Approach to Personal Investment, stresses the importance of keeping fees low and proposes a model portfolio for those of us who don’t have access to some of the investment vehicles that large endowments have

Using the historical asset class returns from Portfolio Visualizer, I calculated the returns of the Swensen portfolio since it was published in 2005. For comparison, I also computed the returns of an equivalent three-fund portfolio, consisting of 50% Total Stock Market, 20% International Stock Market, and 30% Total U.S. Bond Market.

David Swensen is CIO of Yale University and author of Unconventional Success. His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and inflation-protected securities (TIPS).

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