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Lazy Portfolio by David Swensen
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Lazy Portfolio by David Swensen
Buy and Hold
CAGR
8.8%
Max DD
-40.4%
Sharpe
0.42

Allocations

Lazy Portfolio by David Swensen
US Total Stock Market30%
US Real Estate20%
International Developed Equity15%
Intermediate-Term Treasury Bond15%
Inflation-Protected Bond15%
Emerging Markets Equity5%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Lazy Portfolio by David Swensen