Strategy - Ivy Portfolio (American)
A diversified, low maintenance portfolio designed to roughly mimic the investment strategies of Harvard and Yale endowments.
- 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.
Based on the book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets by Mebane T. Faber.
Transaction costs are minimized as rebalancing only occurs once a year.
|American Real Estate||VNQ||20.0 %|
|Global Equities (USD)||EFA||20.0 %|
|Intermediate Bonds||IEF||20.0 %|
|S&P 500||SPY||20.0 %|
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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.