Dive into the world of Yale's legendary endowment model and discover its impact on investment strategies. Explore the principles of diversification and alternative investments that make this approach stand out. Compare Yale's performance to traditional portfolios and see how individual investors can achieve similar success. Learn the intricacies of active management and tailored asset allocation, while understanding the gaps between hypothetical returns and real-world outcomes. Get ready to rethink your investing game!
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insights INSIGHT
Swenson's Investment Principles
David Swenson, former Yale Endowment manager, achieved legendary returns.
He prioritized an equity bias, diversification, and tax sensitivity.
insights INSIGHT
Yale vs. Benchmarks
Yale's 40-year returns significantly outperformed benchmarks and the average endowment.
However, U.S. stocks have performed exceptionally well in recent years.
Publikacja "Global Tactical Asset Allocation" Meba Fabera to cenny wkład w dziedzinie systematycznego inwestowania. Faber przedstawia w niej strategię dynamicznego przydzielania aktywów, opartą na analizie danych rynkowych i wskaźników ekonomicznych. Strategia ta ma na celu optymalizację portfela inwestycyjnego w zależności od panujących warunków rynkowych. Faber podkreśla znaczenie dyscypliny i systematycznego podejścia do inwestowania. Publikacja jest skierowana do inwestorów, którzy chcą zminimalizować ryzyko i zmaksymalizować zyski.
A history of interest rates
Sidney Homer
This book presents a comprehensive analysis of interest rates from ancient times to the modern era. Despite the limited data before the Industrial Revolution, the authors offer a highly detailed examination of money markets and borrowing practices in major economies. The book asserts that free market long-term interest rates serve as a 'fever chart' of a nation's economic and political health, highlighting the significant volatility of rates in the 20th century and its implications for understanding economic and political excesses.
The Ivy Portfolio
Eric W. Richardson
Mebane T. Faber
The Ivy Portfolio provides a step-by-step guide on how to mimic the investment strategies of successful endowments like Harvard and Yale. It emphasizes a diversified approach using stocks, bonds, commodities, and real estate, along with tactical asset allocation to reduce risk and enhance long-term returns. The book offers practical advice on creating a strategic asset allocation using ETFs and following the strategies of top hedge funds.
The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.
The Meb Faber Show - Better Investing 
