Portfolio Atlas
Explore how different strategies allocate across assets, risk regimes and investment philosophies.
Showing 9 portfolios
A highly diversified multi-asset portfolio with 12 equally weighted sleeves across seven asset groups, designed to smooth returns across economic regimes.
A real-return focused multi-asset framework inspired by Rob Arnott and Research Affiliates, combining global beta and inflation-sensitive assets across regimes.
A moderate Core Four variant that pairs global equities with bonds and a small REIT allocation.
A simple four-fund portfolio combining global equities, bonds and real estate exposure in a low-maintenance structure.
A large institutional endowment model emphasizing scale, external managers, alternatives, private equity and broad global diversification.
A simplified ETF-based portfolio designed to replicate endowment-style diversification using liquid assets.
A systematic equity factor portfolio focused on financially strong, profitable and resilient companies.
A liquid retail adaptation of David Swensen’s Yale endowment philosophy, combining public equities, real estate, long bonds and inflation-linked bonds.
A Swensen-inspired endowment allocation with a larger real-estate and inflation-linked bond sleeve.