The Conservative Portfolio is appropriate for investors who are risk averse and have a time horizon for their investments of one year or longer.
The portfolio is constructed from a universe of Dimensional Fund Advisors’ mutual funds and other high quality index-type funds. Fixed income investments are combined with a limited amount of real estate and equity investment to offer relatively low risk for the portfolio but with greater upside potential than a bond-only investment portfolio.
In volatile and bearish market conditions, the Conservative Portfolio can be expected to exhibit lower volatility than all but the Elliott Cove Capital Preservation portfolio. Its long term returns are not expected to match those of the other, more aggressive Elliott Cove Portfolios.
To view the Conservative datasheet (current), click here
For a printable Conservative datasheet (Q1 2018 end), click here