08 Portfel Swensena (Yale) · jednorazowo

David Swensen's lazy portfolio, modelled on the Yale endowment: wide diversification including real estate and inflation-linked bonds. 30% iShares Core S&P 500 (CSPX), 10% iShares Core MSCI Europe (EUNK), 5% iShares Core MSCI Japan IMI (IJPA), 5% iShares Core MSCI EM IMI (EIMI), 20% iShares Developed Markets Property Yield (IDWP), 15% iShares $ TIPS (IDTP), 15% iShares $ Treasury Bond 7-10yr (CBU0). Rebalanced once a year in November. Assumptions: a single 100,000 PLN deposit on 1 Nov 2016, no further deposits. Dividends are reinvested at the November rebalance. Commissions, currency spreads and tax on ETF sales are not included.