5. David Swensen's Yale model
Account$99,462
Return−0.54%
vs S&P 500+3.55%
Worst drop−2.36%
What it does
The allocation Yale's long-time investment chief recommended to individual investors in Unconventional Success: 30% US stocks, 15% developed foreign, 5% emerging markets, 20% real estate, 15% Treasury bonds and 15% inflation-protected bonds. Back to the weights once a year.
Account value
David Swensen's Yale modelS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EEM | 80 | $59.33 | $4,746 | 4.77% |
| EFA | 144 | $101.89 | $14,672 | 14.75% |
| IEF | 164 | $91.86 | $15,065 | 15.15% |
| SPY | 39 | $735.29 | $28,676 | 28.83% |
| TIP | 141 | $106.27 | $14,984 | 15.07% |
| VNQ | 218 | $95.73 | $20,869 | 20.98% |
| Cash | $449 | 0.45% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | VNQ | 218 | $91.54 | $19,956 | $9.98 |
| 2026-10-22 | Buy | IEF | 164 | $90.75 | $14,883 | $7.44 |
| 2026-10-22 | Buy | EFA | 144 | $103.26 | $14,869 | $7.43 |
| 2026-10-22 | Buy | TIP | 141 | $105.96 | $14,940 | $7.47 |
| 2026-10-22 | Buy | EEM | 80 | $62.05 | $4,964 | $2.48 |
| 2026-10-22 | Buy | SPY | 39 | $766.37 | $29,888 | $14.94 |