Model Portfolios

Receive our most in-depth investment research and all of our top picks. Subscribe to a single Model Portfolio, or join our Founders' Club for discounted access to all of them and other exclusive benefits.

76research co-founders Rob Hordon and Trish Regan

American Resilience Portfolio


Designed to provide exposure to businesses that operate with competitive advantages in structurally attractive markets.

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Inflation Protection Portfolio


Emphasizes business models that are expected to perform well in periods of elevated inflation and may include gold-related investments.

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Income Builder Portfolio


Intended for income-oriented investors and managed to generate an overall yield that is materially higher than broad equity indices.

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Founders' Club

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Our premier research offering, a Founders' Club subscription includes all Model Portfolios, the 76report, invitations to portfolio review webcasts, and direct access to Trish and Rob, subject to availability.

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Subscriber Benefits

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Get continuous access to our best investment ideas (typically 10-15 securities per portfolio).

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Access monthly portfolio reviews with detailed holdings analysis, in addition to all 76report content.

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Receive notifications on portfolio changes and real-time insight into important developments.

How should investors use our Model Portfolios?

Our Model Portfolios represent our top investment ideas that align with the portfolio objective.

All of our Model Portfolio holdings are carefully selected following a thorough bottom-up analysis of a wide range of candidates that are systematically monitored. We take into account a number of factors, including business quality, long-term growth, risk profile and valuation.

We discuss the specific investment approach applied to each Model Portfolio strategy in the following guides:

Investing for Resilience
Investing for Inflation Protection
Investing for Dividends

Investors may choose to replicate and maintain our Model Portfolios within their own accounts, using  the recommended securities and weights we provide.  Direct ownership of securities offers several potential advantages over investments in mutual funds and other vehicles.

Our Model Portfolios and the associated research coverage and analysis we deliver can also be used as a resource for investors seeking additional investment ideas for their portfolios that align with their long-term goals.

In our Guide to Independent Investing, we address in more detail how our Model Portfolio services might benefit your investment program, along with other important investment topics.

Financial advisory practices, family offices and other organizations may contact us directly to discuss customized multi-user subscription arrangements along with any bespoke research requests or other potential engagements. Please email

Access our best ideas

In our June 2023 pilot issue of the newsletter, we featured as our focus investment idea a large-cap REIT stock that outperformed the S&P 500 by more than 20% in the six months following initial publication. Click below for free access to this memo.

Sample Research