Strategy - Ivy Portfolio (American)

Overview

A diversified, low maintenance portfolio designed to roughly mimic the investment strategies of Harvard and Yale endowments.

Past Performance

  • Relatively large asset allocation led to good performance during bull markets (2002-2007, 2009-present).
  • The strategy performed well during the dot-com bust (2000-2001), but poorly in 2008 crash, likely due to its large composition of equities and real estate.

Source Information

Based on the book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets by Mebane T. Faber.

Trading Information

Transaction costs are minimized as rebalancing only occurs once a year.

Risk Level

Low

Asset Allocations

Name Symbol Percentage
American Real Estate VNQ 20.0 %
Commodities DBC 20.0 %
Global Equities (USD) EFA 20.0 %
Intermediate Bonds IEF 20.0 %
S&P 500 SPY 20.0 %

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Strategy Backtest

The information below shows how well this strategy performed in the past so that you can determine if it would be a good fit for you. The strategy backtest results are shown compared against the "Couch Potato - Balanced" benchmark strategy.

$10,000

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