The Aggressive Portfolio is appropriate for investors with a high risk tolerance and a time horizon for their investments of 10 years or longer.
The portfolio is constructed from a universe of Dimensional Fund Advisors’ mutual funds and other high quality index-type funds. These funds consist of U.S. and, at times, foreign equities; fixed income, and real estate index-type investments. They are combined to form a highly diversified portfolio for the investor with an above average tolerance for volatility. Over time, the Aggressive Portfolio can be expected to exhibit greater volatility and potentially achieve higher returns than Elliott Cove’s Capital Preservation, Conservative, Balanced, Core Allocation and Moderate Portfolios.
The Aggressive Portfolio has excellent upside potential for those who are able to commit their investments for a longer time period and are able to accept volatility of returns over the investment cycle.
To view the Aggressive datasheet (current), click here
For a printable Aggressive datasheet (Q1 2018 end), click here