Yale " Lazy" Portfolio
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Created by Dan Ellis
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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%

symbol name last price % change open
  • +
  • VTSMX
    Vanguard Index Tr
  • $27.11
  • -0.07%
  • $N/A

30% Total Market

People owning VTSMX also tend to own: AGTHXAIGBSMDOWGOOGLTFD.OBMSFT

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  • +
  • VGTSX
    Vanguard Total In
  • $14.73
  • -0.67%
  • $N/A

20% International

People owning VGTSX also tend to own: FAGIXFCNTXFIGRXFIUIXFRESXFSAGXGABEX

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  • +
  • VGSIX
    Vanguard Speciali
  • $13.86
  • -1.49%
  • $N/A

20% reits

People owning VGSIX also tend to own: BEQGXJAGIXRYLPXSWEGXSWHFXUMBIXVFINX

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  • +
  • VFISX
    Vanguard Short Te
  • $10.92
  • +0.18%
  • $N/A

15% tbills

People owning VFISX also tend to own: VGSIXVGTSXVIPSXVTSMXVBMFXVTWNXMSFT

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  • +
  • VIPSX
    Vanguard Inflatio
  • $12.96
  • +0.08%
  • $N/A

15% tips Don't forget to rebalance annually

People owning VIPSX also tend to own: VFISXVGSIXVGTSXVTSMXCOPVEXPXVIMSX

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