Model Fund Portfolio
InvesTech’s Model Fund Portfolio
The InvesTech Model Fund Portfolio is designed for individual investors who want to follow our allocation and sector recommendations for the equity portion of their portfolio. We do not attempt to “time” the market. Instead, we utilize an array of macroeconomic, technical, and fundamental indicators, some of which are proprietary, to monitor the long-term health of the market and manage risk by adjusting our allocation as evidence develops. We are unable to provide specific recommendations outside of the Model Fund Portfolio as we are not a registered investment advisor and are unable to provide individual investment advice. Please read our important disclosures for more information.
Track Portfolio Changes
Subscribers who follow the Model Fund Portfolio can track the trades we’re making in real-time as we implement our “safety-first” strategy. Changes will be announced here first and an email alert will be sent to subscribers notifying them of the change. Please ensure we have your current email address, you can confirm in the Account Settings of the My Account area.
View Most Recent Change:
October 24, 2025
October 24, 2025
October 24, 2025: We recommend the following adjustment…
As we discussed in last week’s Market Letter, Van Eck Vectors Gold Miners ETF (Symbol: GDX) grew its share in the Model Fund Portfolio to 7% following a year of strong performance. This week, gold showed signs of volatility, so it is prudent to take some profits off the table. We recommend you take at least 2% of the GDX position to lock in profits.
- Decrease the Van Eck Vectors Gold Miners ETF (Symbol: GDX) from 7% to 5%. We are taking advantage of the opportunity to secure gains while still maintaining a position in this defensive hedge.
The Model Fund Portfolio is now 55% invested in quality equity ETFs, 5% in an intermediate Treasury ETF, and 40% cash. The cash portion of the Portfolio (40%) is held in short-term Treasurys or a money market fund to provide an attractive yield and defensive buffer.
New Subscribers and Our Portfolio
We currently advise new subscribers or subscribers with new money to bring their portfolio in line with our recommended allocation by phasing into the market over approximately two months; however, purchases made after our initial recommendation must be made at your discretion.
For more detailed information on aligning your portfolio to ours, please read the following article: How to Use the Model Fund Portfolio.
