76research was created to give you the tools and knowledge you need to become a successful investor.
We are not an asset manager. We are also not financial advisors.
We are a provider of investment insights and ideas.
Wall Street firms want to control your money. We want you to have control over your own financial future.
We present the opportunities. Then you decide how to take advantage of them within your own brokerage accounts.
No management fees. No commissions. No complicated and expensive financial products.
FREQUENTLY ASKED QUESTIONS
We inform subscribers of these investment opportunities through our Model Portfolio plans. Below, we provide answers to common questions about the Model Portfolios.
What is a Model Portfolio?
A Model Portfolio is a collection of stocks with suggested allocations that add up to 100%. There are typically 10 to 15 stocks per portfolio, spanning multiple industries. It is a hypothetical stock portfolio that subscribers can implement and maintain in their own brokerage accounts.
What do I get as a Model Portfolio subscriber?
Subscribers get immediate online access to all previously published Model Portfolio reports and receive updates by email as soon as they are released. We publish monthly portfolio reviews and interim updates as needed.
Model Portfolio subscribers automatically receive our flagship newsletter, the 76report, with regular coverage of market developments and valuable discussion of key investing topics across asset classes, including stocks, bonds, gold and crypto.
How do I view the portfolios?
At the top of every Model Portfolio report is the most current version of each portfolio. To view the current portfolio, subscribers just have to log into the website and navigate to the Model Portfolio page, where they can quickly access the most recently published report.
What is inside the reports?
In addition to the most recent version of the portfolio, the reports provide extensive performance and valuation analysis on portfolio holdings.
Our monthly reviews include detailed explanations of portfolio developments and updated profiles on all holdings with real-time data and charts.
Where does the research come from?
Our proprietary investment research draws upon multiple sources. These include several institutional investment tools, such as FactSet financial data and software, and broker research from dozens of sell-side firms.
As we perform our own primary fundamental research, we also consult our large network of leading investment professionals and sector experts that we have cultivated over many decades in the business.
What are my options?
We currently support three distinct Model Portfolios with different investment objectives.
The American Resilience portfolio focuses on quality growth opportunities and includes substantial tech sector exposure.
The Inflation Protection portfolio emphasizes businesses that are likely to perform well in inflationary conditions and includes precious metal and commodity exposure.
The Income Builder portfolio targets high dividend stocks, with an average dividend yield around 4%, which is substantially higher than the S&P 500.
Is this a tool for active traders?
No. We believe most investors are (or should be) looking for high-quality stocks that will drive long-term compounding.
Within each portfolio theme, we carefully select what we judge to be the best long-term opportunities. Any additions/changes are clearly flagged for subscribers.
How can I put the Model Portfolios to work?
Some subscribers implement the portfolios as published within their own accounts. Others utilize our research as a source of ideas to complement existing portfolio positions that may include diversified funds.
It is ultimately up to the subscriber to decide how best to leverage the insights and research we provide.
How much does it cost?
Investors often spend thousands of dollars per year on fees paid to fund managers and financial advisors, when they can avoid such fees entirely by investing directly in their own accounts.
Our goal is to provide individual investors institutional-quality research at affordable prices. Subscribers can choose among quarterly or annual plans that begin at $149 per quarter per portfolio.
Click here to review all subscription plans.
What is the Founders’ Club?
The Founders’ Club is our premier research offering and represents the best overall value.
In addition to access to all Model Portfolios, Founders’ Club members have priority access to us via email for investment-related questions. Founders’ Club members will automatically receive additional newsletters/research products as they are introduced.
How do I get started?
The subscription process is simple, and access is immediate. Click here to begin!
