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:
January 23, 2026
January 23, 2026
January 23, 2026: We recommend the following changes…
Gold has continued to experience rapid growth through the start of 2026, with the price of gold rising over $600 to $4980. The Gold Miners position held in the Model Fund Portfolio (GDX) has increased +215% since the start of last year! While technicals indicate that gold may have the potential to climb higher, history shows that riding a parabolic curve can be dangerous because the fall is often faster than the trip up. As a result, we recommend taking some profits off the table.
- Decrease the Van Eck Vectors Gold Miners ETF (Symbol: GDX) to 4%. [Note: Due to recent gains, actual GDX allocation had increased well above 5% in the Portfolio]. We are taking advantage of the opportunity to secure gains while still maintaining a position in this defensive hedge.
Following this change, the Model Fund Portfolio has a net invested equity allocation of 54%. This is comprised of 59% long positions, 5% in an inverse index ETF, 5% in an intermediate Treasury ETF, and 31% cash held in short-term Treasurys or a money market fund.
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.
