Hello everyone,
Many years ago I set up a portfolio in alignment with advice offered by David Swensen (RIP) and haven't tinked w/it beyond a quarterly (maybe an occasional twice a year) rebalance. Note: One exception where I split a recommendation into two funds w/the same purpose.)
Over the years this particular account never showed a long-term growth percentage like the other accounts, and I didn't think much of it because it was David Swensen. Last night I decide to dig into each account to discover that the Swensen portfolio remains the lowest performer at at. 5.6% ~ and I have this account set up maybe 15 years ago...and it is about 50% of retirement. Saddened and need to course correct. 5.6% on 10 year view, where other accounts are north of 9.6%.
Yale's Money Guru Shares Wisdom with Masses - NPR
https://www.npr.org/2006/10/05/6203264/ ... ith-masses
Curious if anyone else set up a similar plan? If so, how has it been working for you? Hoping I'm missing something obvious in viewing or my understanding (where the real numbers are stronger than what Amazon displays as 5.6%)
Many years ago I set up a portfolio in alignment with advice offered by David Swensen (RIP) and haven't tinked w/it beyond a quarterly (maybe an occasional twice a year) rebalance. Note: One exception where I split a recommendation into two funds w/the same purpose.)
Over the years this particular account never showed a long-term growth percentage like the other accounts, and I didn't think much of it because it was David Swensen. Last night I decide to dig into each account to discover that the Swensen portfolio remains the lowest performer at at. 5.6% ~ and I have this account set up maybe 15 years ago...and it is about 50% of retirement. Saddened and need to course correct. 5.6% on 10 year view, where other accounts are north of 9.6%.
Yale's Money Guru Shares Wisdom with Masses - NPR
https://www.npr.org/2006/10/05/6203264/ ... ith-masses
Curious if anyone else set up a similar plan? If so, how has it been working for you? Hoping I'm missing something obvious in viewing or my understanding (where the real numbers are stronger than what Amazon displays as 5.6%)
Statistics: Posted by 401k Man — Tue Jan 07, 2025 3:00 pm — Replies 0 — Views 26