Case study: My portfolio idea - VFV, VDU, VAB (series 2 of 10)

May 31, 2019

Introduction

It is my portfolio idea just to borrow from the article Canada retirement guide using three ETF (VFU, VDU, VAB).

Case study

It is best one. I like to read this argument based on the following analysis.

Outperform the World's Best Portfolios

Our ETF portfolio has outperformed Harvard University and Stanford University's endowments. Those endowments are considered the world's best portfolios in terms of their size and returns. They collectively hold over $60 billion in stocks, bonds, hedge funds, private equity, venture capital, leveraged buyouts, commodities, and real estate. Their investment performance are heavily followed on Wall Street.

Historical Returns	3 Year	5 Year	10 Year
Our ETF Portfolio	7.0%	10.9%	7.1%
Harvard's Endowment	5.2%	7.3%	4.5%
Stanford's Endowment	7.8%	9.4%	6.3%

(annualized returns as of June 30, 2018)
Sources: Vanguard Investments Canada, Harvard Management Company, and Stanford Management Company.

Actionable Items

I like to look into Harvard University and Stanford University's endowments.