Svenasen portfolio: how to determine the share of the reit in the portfolio

Universal portfolios do not exist, but there are several successful examples, as you can distribute assets using real estate funds, one of them is the David Svensen portfolio (David F. Swensen), the legendary Cio Endament of Yale University.

His model portfolio from world bestseller «non-sabroval success: a fundamental approach to personal investment issues» consists of 30% of US shares, 15% of the shares of developed markets, 5% of the shares of emerging markets, 20% Reit, 15% of US government and 15% of Tips, government bonds USA with inflation protection.

We spent

Calculations are presented in dollars for 10 years, but with

Information in the post is not an individual investment recommendation.

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