The Moderate Portfolio is appropriate for investors with a moderate risk tolerance and a time horizon for their investments of five 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. equities, fixed income, and real estate index investments. They are combined to form a highly diversified portfolio for the investor with a moderate risk profile.
Over time, the Moderate Portfolio can be expected to exhibit greater volatility and potentially achieve higher returns than Elliott Cove’s Core Allocation, Balanced, Conservative and Capital Preservation Portfolios, but exhibit less volatility and achieve lower returns than either of the Aggressive and All Equity Portfolios.
To view the Moderate datasheet (current), click here
For a printable Moderate datasheet (Q3 2018 end), click here