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 My Account area.
View Most Recent Change:
April 16, 2026
April 16, 2026
April 16, 2026: We recommend the following change to our Model Fund Portfolio
This year got off to a rocky start and as risks increased prior to the conflict in the Middle East, we stepped up the allocation to our bear market fund in February. This position significantly helped reduce volatility in the first quarter and kept our Model Fund Portfolio in positive territory despite the sharp correction in the market.
While longer-term economic and market risks remain, major indexes have now rallied off their lows. Due to the easing of bearish Distribution and initial reemergence of a Selling Vacuum in our Negative Leadership Composite (NLC), we are incrementally trimming one layer of defense in the Model Fund Portfolio with the following change:
- Decrease the Direxion Daily S&P 500 Bear 1X ETF (Symbol: SPDN) from 7% to 5%. This holding was critical to the strength of the Model Fund Portfolio through market volatility earlier this year, and we are continuing to hold a 5% hedge as protection against the current market risk.
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.
