Why have college endowments underperformed a simple three fund Vanguard portfolio? Should you mirror a simple two or three fund portfolio or invest more like an endowment with multiple asset classes?
In this episode you’ll learn:
- How have college endowments underperformed a simple three Vanguard fund portfolio.
- What’s the difference between time weighted and dollar weighted returns.
- Why are college endowments shifting more of their portfolios to alternative investments.
- Why we need to build portfolios on a forward looking based based on starting conditions.
Show Notes
Money For the Rest of Us Listener Survey
How the Bogle Model Beats The Yale Model – Ben Carlson
NACUBO – Commonfund Study of Endowments
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