David Swensen, investment manager of the Yale University Endowment Fund, has addressed how investors should set up and manage their. David Swensen’s portfolio (from Unconventional Success). DavidSwensen. “ Individual investors should take control of their financial destinies. Bogleheads – How many folks have read the book Unconventional Success? If you did, what are your thoughts? Is the book still relevant since it.
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David Swensen, investment manager sucvess the Yale University Endowment Fund, has addressed how investors should set up and manage their investments in his book, Unconventional Success: A Fundamental Approach to Personal Investment.
The Succss portfolio consists of six core asset class allocations: The charts below click images to enlarge show portfolio allocations. The accompanying table provides returns for these portfolios.
Book Review: Unconventional Success by David Swensen
Note that returns for portfolios holding admiral shares would produce a return enhancement of approximately 0. The tables below show returns for the Swensen portfolios, using Vanguard investor shares for the asset class selections.
The tables below give annual returns, compound returns, and standard deviations for the Swensen portfolios, using returns for Vanguard investor share fund selections. See David Swensen portfoliogoogle drive spreadsheet for return computations.
Unconventional Success: A Fundamental Approach to Personal Investment
Uncnventional its history, this fund has essentially been offered as an admiral share class so we use the admiral share returns sequence for this allocation.
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Unconventional Success | Book by David F. Swensen | Official Publisher Page | Simon & Schuster
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