An 80/20 equity and fixed income portfolio seeking long-term growth with bonds to help moderate volatility and downside risk.

The Counterpoint 80/20 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 80% equity and 20% 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 capital growth with a modest bond allocation to help moderate volatility and provide downside protection.