Formulaic Investing™ is a mechanically managed approach that provides transparency of automated, step-by-step, investment strategy qualification criteria. We generally refer to this activity as Formulaic Investing™ using a Portformula® Investment Strategy.

The qualification criteria eliminate human emotion from the stock selection process and become the strict quantitative methodology and model for investing within each investor selected Portformula®. In other words, the Portformula® will ultimately identify which holdings to own, how long to own them, and when to sell them. You can always identify exactly what holdings you own inside your Portformula® Investment Strategy, unlike many traditional “human” money manager directed portfolios.

Each Portformula® will only accept holdings that specifically meet the step-by-step qualification criteria & investment strategy. At certain times, it may be possible that no stocks will qualify, resulting temporarily in a full cash-position.