David Swensen’s retail-friendly version of endowment diversification adds international stocks, emerging markets, REITs, Treasuries, and TIPS to a U.S. equity core. It is one of the strongest academically respectable “more than three funds, less than tactical” portfolios.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
VTSIM | 31.02% | $3,102 |
EFASIM | 20.26% | $2,026 |
REITSIM | 20.50% | $2,050 |
IEFSIM | 13.95% | $1,395 |
TIPSIM | 14.27% | $1,427 |
| Total | 100.00% | $10,000 |