Strategy archetypes are common portfolio structures that reflect different investment approaches. Each archetype has distinct allocation patterns and risk/return characteristics.
EPR calculates your portfolio score against all four strategies simultaneously, then highlights which strategy your portfolio most closely aligns with based on the highest score. Your portfolio may blend characteristics from multiple archetypes — that's normal.
Growth
Higher equity allocation, longer time horizon.
- Typically 70-100% equity allocation
- Accepts higher short-term volatility
- Focused on capital appreciation
- Lower emphasis on dividend yield
EPR evaluates risk-adjusted returns and drawdown recovery characteristics against growth-appropriate thresholds.
Balanced
Mixed equity and fixed income allocation.
- Typically 40-70% equity allocation
- Blend of stocks and bonds
- Moderate volatility tolerance
- Balance of growth and income
EPR measures asset class spread and assesses whether the equity/bond mix aligns with balanced parameters.
Income
Emphasis on yield-generating holdings.
- Typically 20-50% equity allocation
- Higher fixed income weighting
- Focus on dividend/interest income
- Lower growth expectations
EPR evaluates yield-generating asset allocation and stability of income-producing holdings.
Preservation
Lower volatility allocation structure.
- Typically 0-30% equity allocation
- High fixed income and cash weighting
- Minimises drawdown exposure
- Prioritises capital protection
EPR applies tighter volatility and drawdown thresholds, with stricter concentration limits.
How EPR Uses Strategy Archetypes
- Scores all four. Every portfolio receives a score against each strategy archetype.
- Highlights the highest. The strategy with the highest score is auto-detected and displayed.
- Lets you compare all. You can view your score against any strategy to understand how your portfolio measures up to different benchmarks.
A lower score against one strategy doesn't mean your portfolio is wrong — it means the structure differs from that strategy's expected patterns.
A growth-oriented portfolio will naturally score lower against preservation parameters. That's not a problem. It's information.
See how your portfolio scores across all four strategies.
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