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American Resilience Portfolio
$149/quarter
$399/year
Targets exceptional growth companies that operate with competitive advantages in structurally attractive markets.
American Resilience Portfolio
$149/quarter
$399/year
The 76research American Resilience Portfolio is designed to provide exposure to businesses that operate with competitive advantages in structurally attractive markets. The objective is to identify businesses that can survive and thrive across different macroeconomic environments and whatever geopolitical crises may unfold.
The holdings are intended as long-term investments to drive portfolio compounding with minimal need to realize taxable gains. Emphasis is placed on critical markers of business quality such as barriers to entry, physical scarcity of assets, balance sheet strength, effective capital allocation and durable long-term demand drivers.
These assessments are paired with careful consideration of valuation, risk and embedded expectations.
Inflation Protection Portfolio
$149/quarter
$399/year
Focuses on businesses that have hard assets and strong pricing power, including select gold-related investments.
Inflation Protection Portfolio
$149/quarter
$399/year
The 76research Inflation Protection Portfolio emphasizes business models that are expected to perform well on a relative basis in periods of elevated inflation. Holdings are typically drawn from industries based on supply constrained real assets (including commodity, energy and real estate businesses), companies that demonstrate superior pricing power, or gold-related investments.
Select PlanIncome Builder Portfolio
$149/quarter
$399/year
Intended for investors seeking long-term income growth and prioritizes sector leaders with high dividend yields.
Income Builder Portfolio
$149/quarter
$399/year
The 76research Income Builder Portfolio is intended for income-oriented investors and is managed to generate an overall yield that is materially higher than broad equity indices.
The portfolio primarily includes stocks with above average dividend yields from a cross section of industries and may also include ETFs that offer exposure to fixed income instruments. While investments are screened for their income and income growth characteristics, specific holdings are chosen based on valuation and general business quality, growth and risk considerations.
Founders' Club
$349/quarter
$999/year
Our premier research offering, a Founders' Club subscription includes all Model Portfolios, the 76report, and direct access to Trish and Rob, subject to availability.
Subscriber Benefits
Continuous access to our best investment ideas (typically 10 to 15 securities per portfolio).
Monthly portfolio reviews with detailed analysis of each position—in addition to all 76report content.
Real-time updates on portfolio changes and insight into market-moving events.
How should investors use our Model Portfolios?
You do need accurate information, rigorous analysis and a strategic approach.
Our Model Portfolios for individual investors consist of our highest-conviction stock ideas. Each portfolio is aligned with a clear and distinct investment objective.
The portfolios are constructed through a rigorous, bottom-up selection process. Emphasis is placed on identifying opportunities that are long-term compounders rather than short-term trades.
We screen a broad universe of companies and evaluate candidates based on business quality, growth potential, risk profile, valuation and other critical factors. Holdings are actively monitored and reassessed as market conditions evolve.
Our Model Portfolios offer access to three different thematic investing strategies:
American Resilience - Targets high-quality growth companies for long-term capital appreciation
Inflation Protection - Focuses on inflation beneficiaries and real-return potential
Income Builder - Prioritizes high dividends and secure cash flows to generate sustained income growth
Subscribers may choose to replicate these Model Portfolios directly in their brokerage accounts using the recommended securities and weightings.
Direct stock ownership provides potential advantages over mutuals funds and ETFs, including lower costs, greater tax efficiency and full transparency.
Our Model Portfolios can also serve as a resource for self-directed investors seeking research-backed stock ideas to incorporate into their own strategies.
For more details and answers to frequently asked questions, visit our Model Portfolio Q&A.
Have additional questions? Reach out at anytime at info@76research.com.
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.
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