Alexander Green Gone Fishin' Portfolio vs David Swensen Yale Endowment Portfolio Portfolio Comparison

With the current simulation settings, as of June 2026, in the previous 30 Years:

• the Alexander Green Gone Fishin' Portfolio obtained a 7.94% compound annual return, with a 12.18% standard deviation. It suffered a maximum drawdown of -43.02% that required 38 months to be recovered.
• the David Swensen Yale Endowment Portfolio obtained a 8.21% compound annual return, with a 10.97% standard deviation. It suffered a maximum drawdown of -40.68% that required 38 months to be recovered.

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Alexander Green Gone Fishin' Portfolio

1YRebalanced: every 12M
at every Jan 1^st

Weight (%)	Ticker		Name
15.00	IJR		iShares Core S&P Small-Cap
15.00	VTI		Vanguard Total Stock Market
10.00	EEM		iShares MSCI Emerging Markets
10.00	VGK		Vanguard FTSE Europe
10.00	VPL		Vanguard FTSE Pacific
5.00	VNQ		Vanguard Real Estate
10.00	TIP		iShares TIPS Bond
10.00	BND		Vanguard Total Bond Market
10.00	HYG		iShares iBoxx $ High Yield Corporate Bond
5.00	GLTR		Aberdeen Standard Physical Precious Metals Basket Shares

David Swensen Yale Endowment Portfolio

1YRebalanced: every 12M
at every Jan 1^st

Weight (%)	Ticker		Name
30.00	VTI		Vanguard Total Stock Market
20.00	VNQ		Vanguard Real Estate
15.00	VEA		Vanguard FTSE Developed Markets
5.00	EEM		iShares MSCI Emerging Markets
15.00	IEI		iShares 3-7 Year Treasury Bond
15.00	TIP		iShares TIPS Bond

Portfolio Returns as of Jun 30, 2026

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Portfolio Metrics as of Jun 30, 2026

The following metrics, updated as of 30 June 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

Your practical guide to Building Wealth.

Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.

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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

Your practical guide to Building Wealth.

Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.

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