"Swensen Model Chart"
Asset Class
editU.S equity: 30% Foreign developed equity: 15% Emerging market equity: 5% US Real Estate: 20% US Treasury bonds: 15% US TIPS: 15% [1]
"David swensen, the Yale Endowment Manager; proposed this one size fit in all model portfolio for individual investors. The major difference between this portfolio and other conventional portfolios is that it emphasizes international equities (including emerging market equities) as well as real estate investment. Compared with various Diversified portfolios. an interesting asset class missing is the commodities, which has been considered to be an excellent anti-inflation diversifier. this is complemented with its emphasis on the inflation-protected treasury bonds." [2]
References
edit- ^ Barnitz, Barry. "David Swensen's portfolio (from Unconventional Success)". Bogleheads blog.
- ^ "P David Swensen Yale Individual Investor Portfolio Annual Rebalancing". MyPlan IQ.