Date updated:02-05-2007
The new portfolio being awarded the coveted "Lazy Portfolio" status has been dubbed the "Yale Lazy Portfolio" because it comes from a great new book, "Unconventional Success," written by David Swensen, the portfolio manager of Yale University's endowment fund, which has returned an incredible of 16.1% annually over the past two decades since he took over the endowment
Fund/category Allocation 1-year return 3-year return 5-year return
Total Market Index/equities VTSMX 30% 14.4% 15.2% -0.8%
Total International Stock Index/equities VGTSX 20% 27.5% 23.3% 3.7%
REIT index/equities VGSIX 20% 26.8% 25.2% 18.8%
U.S. treasury bond index/bonds VFISX 15% 1.1% 2.1% 4.8%
TIPS bond index/bonds VIPSX 15% 5.3% 6.9% 9.4%
Yale portfolio 100% 16.1% 16% 6.4%
S&P 500 index n/a 11.6% 12.9% -2.9%

-
VTSMX
Vanguard Index Tr - $26.26
- +0.19%
- $N/A
30% Total Market

-
VGTSX
Vanguard Total In - $14.40
- +0.14%
- $N/A
20% International

-
VGSIX
Vanguard Speciali - $13.14
- -1.65%
- $N/A
20% reits

-
VFISX
Vanguard Short Te - $10.87
- +0.09%
- $N/A
15% tbills

-
VIPSX
Vanguard Inflatio - $12.77
- +0.24%
- $N/A
15% tips Don't forget to rebalance annually
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