← Alle Artikel
Vermögen 11 Min Lesezeit

Stardepots in comparison: What Buffett, Swensen and Faber really have in common

Which guru to follow? Huber compares 12 star portfolios and shows: Swensen wins. Why is true diversification more important than individual holdings?

What you'll take away from this article
  • How to apply the core concepts from this article to your financing strategy
  • Which concrete steps you can take next — practical and actionable
  • Why this knowledge gives you a measurable advantage in raising capital

12 investment legends analyzed

In his thesis, Huber compares 12 “star portfolios” – the portfolios of great investment legends (table 16/17).

The 12 star depots in the Sharpe ratio comparison
Higher = better risk-adjusted return ratio
Buffett 0.84 Swensen 1.15 Dalio 1.04 Lynch 1.35 Faber 1.08 Grantham 1.28 0 0.5 1.0 1.5

The winning allocation

David Swensen (Yale Endowment) beats everyone else. His secret: extreme diversification across assets.

Swensen Portfolio: Yale Endowment Allocation
Yale Stocks (30%) Bonds (20%) Raw materials (20%) Real estate (30%)
📄
Akademische Quelle: Master Thesis
Entwicklung einer optimalen Asset Allocation in Zeiten expansiver Geld- und Fiskalpolitik
Daniel Huber, M.A. — Hochschule Mainz, 2020 | Betreut von Prof. Dr. Arno Peppmeier
13.174 Wörter · 92 Abbildungen · 39 Tabellen · Markowitz-Effizienzlinienanalyse
Vollständige Thesis herunterladen (PDF, 6 MB) →
DH
Gründer & CEO von CANVENA | 215 Mio. USD Track Record
Your advantage after this article

What you now know — and how to use it

  • You know the core concepts and can apply them directly to your situation
  • You know which mistakes to avoid — saving you time and capital
  • You understand how this building block fits into your overall strategy

Your next step: Have your situation professionally assessed — free and non-binding in an initial consultation with Daniel Huber.

Sources & Further Reading

This article is based on a review of leading expert literature and curated primary sources from the CANVENA source matrix — more than 60 core books and 120 online resources across all relevant fields from capital intelligence, family office, strategy and valuation.

Books

  • The Intelligent InvestorBenjamin Graham, HarperBusiness.
  • A Random Walk Down Wall StreetBurton G. Malkiel, W.W. Norton.
  • Common Sense on Mutual FundsJohn C. Bogle, Wiley.
  • The Intelligent Asset AllocatorWilliam J. Bernstein, McGraw-Hill.

Online Resources & Industry Reports

Links are recommendations, not affiliated.

Related Services

Service Page

Capital Intelligence Platform →
CANVENA
CANVENA Autor, CANVENA
Fachartikel ansehen → → Kontakt
Daniel Huber

Ready for the Next Step?

In 30 min, Daniel Huber shows which capital strategy fits your situation.