By Nicholas Vardy The Yale endowment’s massive success would be impossible for an individual investor to achieve… Or would it?
Today, Nicholas Vardy shares how it fares as an ETF portfolio strategy.
A year ago, I launched the Endowment Portfolio as part of my Oxford Wealth Accelerator trading service.
The portfolio is composed of “buy and hold” exchange-traded funds (ETFs) that mimic the asset allocation strategy of the Yale University endowment. It is exclusively available to lifetime Members of Oxford Wealth Accelerator and The Oxford Club.
The Endowment Portfolio was, in many ways, an experiment.
Could small investors duplicate the returns of the Yale endowment using publicly traded …read more
