A 40/60 portfolio emphasizing capital preservation and income, offering lower volatility and stable returns with moderate growth potential.

The Counterpoint 40/60 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 40% equity and 60% 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 a moderate equity allocation to support more stable, long-term growth.