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:
February 6, 2026
February 6, 2026
February 6, 2026: We recommend the following change…
Our AI Index collapsed this week as speculative investments experienced a sharp reversal in investor enthusiasm (see Market Insight). The Gorilla Index also broke support levels and is now -10% off its peak from late October last year. It continues to display weakness even through today’s market bounce. With gold’s sharp reversal followed by today’s rebound, we are taking advantage of the opportunity to secure further gains in GDX which remains up over+10% this year and +187% from the start of last year:
- Decrease the VanEck Vectors Gold Miners ETF (Symbol: GDX) from 4% to 3%. We already harvested profits off this holding just prior to gold’s peak above $5,000 last week. With broad weakness hitting the speculative areas of the market and now moving into the mega-cap momentum stocks, gold has shown less resilience and investing discipline dictates that we trim the position while still maintaining a holding in this defensive hedge.
Following this change, the Model Fund Portfolio is comprised of 58% long positions, 5% in an inverse index ETF, 5% in an intermediate Treasury ETF, and 32% cash held in short-term Treasurys or a money market fund. This results in 53% 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.
