The Yale Endowment Portfolio (David Swensen)

✅ The application can be downloaded here: https://systemtrader.show/ST

David Swensen: “Because for any given level of return, if you diversify, you can generate that return with a lower risk; or for any given level of risk, if you diversify, you can generate a higher return. So it’s a free lunch. Diversification makes your portfolio better.”

Portfolio based on Meb Faber " Global Asset Allocation ".

Portfolio allocation:
- S&P 500 stocks (20%)
- MSCI EAFE, Europe, Australasia and Far East stocks (20%)
- MSCI EEM, Emerging Markets stocks (10%)
- REITs (20%)
- U.S. 30-year government bonds (15%)
- TIPS, Treasury Inflation-Protected Securities (15%)

Видео The Yale Endowment Portfolio (David Swensen) канала Jack Lempart