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Explore/Swenson Portfolio ~

Swenson Portfolio ~

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.

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Last Updated: 2026-05-23

Live Performance

+1.81%
Portfolio
Benchmark

Actions

DescriptionDate
Last Optimization12/31/2025
Next Optimization12/31/2026

Live Portfolio Allocation

TickerWeight (%)Allocation ($)
See Researcher Pricing
VTSIM
24.18%$2,418
TIPSIM
75.82%$7,582
Total100.00%$10,000