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 and that you are signed up to receive email notifications, you can confirm in the My Account area.
Historical Performance
At InvesTech, we proactively manage risk by navigating changing market environments, informed by our 45+ year track record. InvesTech’s A “Safety-First” Strategy Built for Long-Term Success report, which includes the historical performance of the InvesTech Model Fund Portfolio, is available upon request (updated quarterly).
View Most Recent Change:
August 13, 2026
August 13, 2026
August 13, 2026: We recommend the following change to our Model Fund Portfolio…
International stocks are showing continued strength and becoming increasingly attractive as they offer reduced exposure to the overconcentrated and exuberant AI theme while boasting strong relative valuations and diversified sector allocations. As a result, we are recommending an incremental increase to the international value allocation in our Model Fund Portfolio:
- Increase the position in the Schwab Fundamental International Equity ETF (Symbol: FNDF) to 6%. This fund provides diversified exposure to the international equity market with an emphasis on key company fundamentals.
Following this change, the Model Fund Portfolio is comprised of 62.5% long positions, 5% in an inverse index ETF, 5% in an intermediate Treasury ETF, and 27.5% cash held in short-term Treasurys or a money market fund. This results in 57.5% net equity exposure.
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.
