Friday, January 1, 2010

Ivy League Schools Invest Heavily in ETFs

Wish you all a Happy, Prosperous, Successful and Healthy New Year.

Starting off a new year 2010 this morning and having a fresh cup of coffee after a late night New Year Eve party, I am sitting in front of my computer and wondering how many of those top endoments invested in ETFs. It comes to my mine that there are two sites 1) Alphaclone.com and 2) StockPickr.com that I know published these information which these sources are publicly available.

After some searches, here are my finding: The trend of the top Ivy League schools are heavily invested in ETFs and carrying the similar position into 2010. According to their track records, these school all had their fantastic performances in the past except 2008. In 2009, schools with top endowments such as Yale University, Harvard University, MIT, University of Texas and Standford University which they had more than 20, 30, 40, 50 and even 60% returns on their portfolios.  Harvard University took the lead and resulted with 65% returns in 2009.

You may wonder what investments they had invested in 2009 and the answer is ETF. Not only they invested in ETFs but they focused in the selective markets such as Emerging Market, International Market, Country specific and Major Market Index fund.

Here are some of the most popular ETFs that are still being held by the top endowment management.

1. EFA
2. VWO
3. EEM
4. EWZ
5. FXI
6. EWY
7. SPY
8. OEF

To my surprise, my simulated Ocean Portfolio contains 4 out 5 of these ETFs that I am tracking. Let's see how these ETFs will play out in 2010.

1 comment:

  1. Why pay...for free:

    http://www.tickerspy.com/pro/Harvard-Management

    http://whalewisdom.com/filer/harvard-management-co-inc

    You're welcome!

    ReplyDelete