David Swensen Portfolio (Yale Model) Review and ETFs To Use

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The David Swensen Portfolio, as the name implies, is based on the late David Swensen’s management of the Yale endowment fund. Here we’ll take a look at its components, performance, and the best ETF’s to use in its construction.

// TIMESTAMPS:

00:00 - Intro
00:17 - What is the David Swensen Portfolio?
03:40 - Historical Performance
04:13 - ETFs
04:37 - Outro and Disclosure

// PARTIAL TRANSCRIPT:

The David Swensen Portfolio – also called the David Swensen Lazy Portfolio – comes from portfolio manager David Swensen, who was the CIO at Yale University from 1985 until his death in May, 2021. You can get his book Unconventional Success: A Fundamental Approach to Personal Investment on Amazon here, which details how retail investors can use the portfolio outlined below to mirror the Yale Model, though note that the specific portfolio Swensen used for the Yale endowment is not exactly the same as the Swensen portfolio below because he was able to use somewhat “exotic” products only available to institutional investors like private equity, hedge funds, venture capital, etc.

The David Swensen Portfolio asset allocation looks like this:

30% Total Stock Market
15% International Stock Market
5% Emerging Markets
15% Intermediate Treasury Bonds
15% TIPS
20% REITs

Utilizing mostly low-cost Vanguard funds, we can construct the David Swensen Portfolio pie with the following ETF’s:

VTI – 30%
VXUS – 15%
VWO – 5%
VGIT – 15%
SCHP – 15%
VNQ – 20%

Get the ETF pie here: https://optimizedportfolio.com/go/swe...

Read the blog post here: https://www.optimizedportfolio.com/da...

Get the book "Unconventional Success": https://amzn.to/3IbtULw

#investing #lazyportfolios #etfs #lazyportfolio #stocks

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Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te...

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