Investor Tool · For Accredited Investors

The Endowment Allocation Calculator

How much of your portfolio belongs in real assets? Find the allocation the strategy Yale and Harvard use would suggest, sized to your goals.

Your Profile

$1,000,000
$250K$10M+
10%
0%60%

Your Result

Capital not yet working the endowment way
$240,000
Roughly a quarter of your portfolio could move into secured real assets to match the framework.
Your real assets today10%
Endowment framework for you34%
Yale & Harvard: 50%+
Illustrative annual income on that capital
$19,200
at 8% floor
$28,800
at 12% target
$32,160
at 13.4% track record
Illustrative only, based on Pentas's historical figures. Not a projection or guarantee of your return.
The Next Step

See if this fits your portfolio.

A 30-minute calibration call with Ferdinand Ruaño. He learns your goals and tells you honestly whether Pentas is the right home for this capital. No pressure, no obligation.

Book a calibration call
info@pentashomes.com  ·  (786) 536-6118  ·  pentashomes.com