Swensen Portfolio Vest

Swensen Portfolio

Overview: This is the portfolio that David F. Swensen (Chief Investment Officer of Yale endowment fund) recommends for individual investors in his book, Unconventional Success. It has a blend of equity and fixed income investments.


Objective: This Vest employs a long-term investment strategy that is optimized for stability and is designed to protect your investments during turbulent market conditions.


You may like this if: You have a long-term investment horizon and want to gain from equity growth, while maintaining downside protection with diversification in three core asset classes: stocks, real estate, bonds.


Vests are curated portfolios that comprise of stocks and/or ETFs. Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest into diversified core assets that balance performance and downside protection, while other Vests are theme based, enabling investors to narrowly focus their investments on specific industries or core themes.