Capital Preservation Portfolio
The Capital Preservation Portfolio is appropriate for investors whose priority is preserving principal while still providing some upside potential.
This portfolio is a suitable choice as a “safe harbor” investment and is appropriate for investors with a time horizon for their investments of less than one year, as well as those with a very low risk tolerance. The portfolio is constructed from a universe of Dimensional Fund Advisors’ mutual funds and may, from time to time, include other high quality index-type funds. Short term fixed income and real estate investments are combined with a limited amount of equity investment with the intent of providing relatively very low risk for this portfolio but with some upside potential over a bond-only investment portfolio.
In volatile and bearish market conditions, the Capital Preservation Portfolio can be expected to exhibit the lowest volatility of all of the Elliott Cove Portfolios.