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Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated
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best examples of modern asset allocation is the Yale University endowment. Its current, and long-standing, chief investment officer is David Swensen, whom people credit with designing the allocation model that many leading institutional investors follow today. There are Yale acolytes who are now running a large
Scott Kupor • Secrets of Sand Hill Road
Use David Swensen’s model as a baseline and tweak as necessary if you want to exclude certain funds or prioritize which are important to you.
Ramit Sethi • I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works
David Swensen’s Unconventional Success or Joel Greenblatt’s You Can Be a Stock Market Genius.
Laurence Endersen • Pebbles of Perception: How a Few Good Choices Make All The Difference
Yale targets to have about 50 percent of its endowment in illiquid assets
Scott Kupor • Secrets of Sand Hill Road
Yale’s domestic equity portfolio has returned about 13 percent annually.
Scott Kupor • Secrets of Sand Hill Road
His skill is investing, but his secret is time.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
cash flow. Over the last twenty years, Yale’s bond portfolio has returned about 5 percent annually. Cash—Yale has about a 2 percent allocation to cash.