A 20/80 portfolio prioritizing capital preservation and income with limited equity exposure for modest long-term growth potential.

The Counterpoint 20/80 Model Portfolio is part of the Counterpoint Risk & Return-Optimized Model Portfolio Series, an all-in-one solution that takes the emotion out of asset allocation. With 20% equity and 80% fixed income, the model applies a systematic, artificial intelligence driven quantitative process to traditional asset selection, while maintaining strategic allocations to diversifier funds focused on reducing volatility and optimizing long-run returns. It’s calibrated for clients who prioritize capital preservation and income, with just enough equity exposure to support modest long-term growth.