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 Optimization | 12/31/2025 |
| Next Optimization | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| VEIEX | 1.91% | $191 |
| VFITX | 77.27% | $7,727 |
| VGTSX | 1.85% | $185 |
| VIPSX | 10.24% | $1,024 |
| VTSMX | 8.73% | $873 |
| Total | 100.00% | $10,000 |