A balanced 60/40 portfolio seeking long-term growth while emphasizing income generation and reduced volatility through bonds.

The Counterpoint 60/40 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 60% equity and 40% 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 seeking long-term growth with a meaningful bond allocation to help generate income and moderate portfolio volatility.