Core Allocation Portfolio

The Elliott Cove Core Allocation Portfolio is designed to provide a traditional institutional type mix of approximately 60% equities (including REITs) and 40% fixed income. This portfolio seeks to generate returns near the S&P 500 but with a risk level of approximately two-thirds of the index. The portfolio is constructed from a universe of Dimensional Fund Advisors (DFA) mutual funds and may, from time to time, include other high quality index funds and money market funds. These funds consist of U.S. and foreign equities, fixed income, and real estate investments. They are combined to form a highly diversified portfolio for the investor with a tolerance for volatility less than the U.S. stock market as represented by the S&P 500.

To view the Core Allocation datasheet (current), click here

For a printable Core Allocation datasheet (Q3 2018 end), click here

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