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American Resilience Portfolio
$149/quarter
$399/year
Designed to provide exposure to businesses 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
Emphasizes business models that are expected to perform well in periods of elevated inflation and may include 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 income-oriented investors and managed to generate an overall yield that is materially higher than broad equity indices.
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
Get continuous access to our best investment ideas (typically 10-15 securities per portfolio).
Access monthly portfolio reviews with detailed holdings analysis, in addition to all 76report content.
Receive notifications on portfolio changes and real-time insight into important developments.
How should investors use our Model Portfolios?
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 info@76research.com.
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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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