Capital Preservation

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.  Click on the icon below for more details on our Capital Preservation Portfolio.

To view the Capital Preservation datasheet (current), click here

For a printable Capital Preservation datasheet (Q2 2018 end), click here