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 16, 2026
January 16, 2026
January 16, 2026: We Recommend the following change to our Model Fund Portfolio
With the InvesTech Negative Leadership Composite in neutral territory, we are actively seeking lower-risk profit opportunities. Value stocks continue to be attractive as they have exhibited strength to start the year, and they are relatively insulated from the overvaluation and concentration risk of the broader market. As a result, we are recommending the following change in the Model Fund Portfolio:
- Increase the T. Rowe Price Mid-Cap Value Mutual Fund (symbol: TRMCX) from 5% to 7%.
Following these changes, the net invested equity allocation of the Portfolio is 55%. This is comprised of 60% long positions, 5% in an inverse index ETF, 5% in an intermediate Treasury ETF, and 30% 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.
