Basic Timing Model Portfolio
This model portfolio was originally designed in 1995 for the Nightly Business Report. This model portfolio aims for full investment, but will, at times, accumulate cash. This content differs from the Drach Market Research Time Overlay approach, which is a more in-depth and active investment model published since 1977.
Most recent position change(s): 2/3/26: Sold Independent Bank Corp (INDB) @84.52 1/23/26: Bought West Pharmaceutical Services Inc (WST) @236.66 Allocation as of most recent portfolio change (2/3/26)
Basic Summary Relative performance (marked to market) vs. S&P 500 since initiation This Portfolio Model +1005% S&P 500 +1230% Portfolio model initiated 5/5/95, archived and marked to market daily. Initial S&P 500 level 520.12, Initial portfolio value $520,120.00. Current portfolio value $5,745,629.99 Current $5,483,474.29 (95%) stock. $262,155.70 (5%) cash equivalents. Summary of Closed Positions Total Positions 896 Average Position Profit 820 (92%) Percentage +7.81 Loss 76 (8%) Days Held 271 Even 0 ( 0%) Annualized +10.53 These results are reflective as to capital capture and market price of current holdings, itemized on the Positions and Cash Ledger pages. They do not include regular cash dividends, interest earned on cash balances, or transaction costs. Certain special corporate actions will be included. | MODEL PORTFOLIO PERFORMANCE Basic Timing Model Portfolio +1005% S&P 500 +1230% Since Inception 5/5/1995 Updated 2/3/2026 Current Allocation 95% Stock 5% Cash Downloadable ContentClosed Positions (csv, since 1/6/2014) Cash Ledger (csv, since 12/21/2017) Complete Historycoming soon |