How Do You Build an Optimal Investment Portfolio?
How should an investment advisor think about building a portfolio for clients? Or how should an investor think about building a portfolio for
How should an investment advisor think about building a portfolio for clients? Or how should an investor think about building a portfolio for
“Challenging,” is how we’ve heard several investors describe the post-COVID investment landscape. Many investors have been caught wrong-footed over the past few years
The 60-40 stock & bond allocation is widely considered the classic diversification play to help buffer portfolios during periods of market stress. The
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Funds, provide a summer performance
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Mutual Funds, provide a winter
As we pass the start of 2024, the dance of inflation and changing interest rates continues to be top of mind for many
Year-ahead commentary is challenging for us: We don’t have a crystal ball and we believe predictions contribute more to investment mistakes than outperformance.
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Partner & Head of Sales at Counterpoint Mutual Funds, provide an update
Many investors have been wondering about what place high yield (or investments with high yield exposure, such as high yield trend following strategies)
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Head of Sales & Partner at Counterpoint Mutual Funds, provide a spring
Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic
After more than a decade of near-zero returns on short-term high quality investments like money market funds, short-term treasuries, and CDs, many investors
When considering tactical high yield strategies in general, like the Counterpoint Tactical Income Fund (CPITX), investors often ask where it fits within a
As we near the end of 2022 we thought it would be helpful to remind investors why diversifier strategies matter. No strategy works all
By now it’s more-or-less official: Rising interest rates are part of the foreseeable future. Current inflation figures, recent central bank commentary, and continued
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods.
Tactical high yield strategies historically have been shown to improve long-run portfolio returns and risk. When used alongside traditional 60-40 stock-and-bond allocations, tactical
Tactical high yield strategies have historically shown an ability to mitigate drawdowns while boosting fixed income returns, but no strategy is perfect in
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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