ETF Portfolio - Yale Lazy Man
MarketWatch has added another ETF portfolio. The "Yale Lazy Portfolio" was created by David Swensen. He is the portfolio manager for the Yale University endowment fund which has returned over 16% for the past 20 years. He is also the author of "Unconventional Success"
Allocation | Fund | Symbol |
---|---|---|
30% | Total Market Index | VTSMX |
20% | Total InternationalStock Index | VGTSX |
20% | REIT Index | VGSIX |
15% | U.S. Treasury Bond Index | VFISX |
15% | TIPS: Inflation Protected Securities | VIPSX |
- One-year return of 16% vs. S&P 500 return of 11.5%
- 3-year return of 16% vs. S&P 500 return of 13%
- 5-year return of 6.4% vs. S&P 500 return of -3%
- 20-year return of 16%
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