55. Stanford endowment, public-market version
Account$99,205
Return−0.79%
vs S&P 500+3.30%
Worst drop−2.96%
What it does
A stand-in for Stanford Management Company's 2023 targets: 38% private equity, 16% foreign stocks, 19% absolute return, 10% real assets, 9% Treasuries. Private equity is replaced by US small companies; results will not match the real endowment.
Account value
Stanford endowment, public-market versionS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| DBC | 88 | $31.54 | $2,776 | 2.80% |
| EEM | 64 | $59.33 | $3,797 | 3.83% |
| EFA | 115 | $101.89 | $11,717 | 11.81% |
| IEF | 98 | $91.86 | $9,002 | 9.07% |
| IWM | 138 | $273.67 | $37,766 | 38.07% |
| SHY | 163 | $81.63 | $13,306 | 13.41% |
| SPY | 17 | $735.29 | $12,500 | 12.60% |
| VNQ | 76 | $95.73 | $7,275 | 7.33% |
| Cash | $1,066 | 1.07% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | SHY | 163 | $81.41 | $13,270 | $6.63 |
| 2026-10-22 | Buy | IWM | 138 | $274.81 | $37,924 | $18.96 |
| 2026-10-22 | Buy | EFA | 115 | $103.26 | $11,875 | $5.94 |
| 2026-10-22 | Buy | IEF | 98 | $90.75 | $8,894 | $4.45 |
| 2026-10-22 | Buy | DBC | 88 | $33.71 | $2,966 | $1.48 |
| 2026-10-22 | Buy | VNQ | 76 | $91.54 | $6,957 | $3.48 |
| 2026-10-22 | Buy | EEM | 64 | $62.05 | $3,971 | $1.99 |
| 2026-10-22 | Buy | SPY | 17 | $766.37 | $13,028 | $6.51 |