Thanks for digging that up.cj2018 wrote: ↑Thu Aug 16, 2018 6:15 pmI know, in fiscal year 2016, its investment breakdown is roughly the following:bpp wrote: ↑Thu Aug 16, 2018 5:37 pmFrom the above article, it appears MIT trounced everyone else for the ten years ended March 2018. What was their portfolio?aristotelian wrote: ↑Thu Aug 16, 2018 10:23 am https://www.bloomberg.com/news/articles ... eucalyptus
- Cash: 5.66%
- US Treasury: 5.36%
- US Government agency: 1.02%
- Domestic bonds: 2.55%
- Foreign bonds: 0.41%
- Equity: 60.77% (HF =18.00%, US = 15.47%, International = 34.90%, PE = 31.62%)
- Real estate: 20.14%
In terms of its investment strategy, i will quote directly from its treasury report:
- Real assets: 4.10%
Source: http://vpf.mit.edu/sites/default/files/ ... rt2016.pdfMIT’s investment policy is based on the primary goal of generating high real rates of return without exceptional volatility. To
reduce volatility, the portfolio is broadly diversified. To generate high real rates of return, MIT’s investment policy favors
equity investments over fixed income instruments and is heavily weighted toward less efficient markets such as private equity, real
estate, and real assets. MIT primarily invests through external fund managers, thereby allowing MIT to access the best investment talent globally
It's interesting to see some of their actual annualized return numbers - thanks for sharing
So, low in bonds, high in private equity. Not really suitable, or implementable, for an individual retail investor, it seems.