Portformulas® manages quantitative mechanical methodologies and models for investors in order to manage portfolios based upon a formula consisting of one or more specific step-by-step investment strategy qualification criteria and account rebalancing as indicated and selected by each investor. 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 stocks to own, how long to own them, and when to sell them. You can always identify exactly what stocks you own inside your Portformula® Investment Strategy, unlike many traditional "human" money manager directed portfolios.

Each Portformula® will only accept stocks that specifically meet the step-by-step qualification criteria and investment strategy. Based upon the criteria, it may be possible that no stocks will qualify during a given period of time. This may result in a Portformula® maintaining a full money market position, but generally only for short periods of time.