At USA Financial Portformulas, we are data hounds. We're convicted in the belief that emotion often times clouds the judgment of both investors and Wall Street portfolio managers. This may result in decisions being made based on a hunch or feeling, as opposed to facts and data. Because of that, we aim to remove the emotion from our investment strategies by using fact-based formulas that govern every investment decision we make.
At the beginning of each month, we apply our process and criteria to a larger universe of investments, including stocks, ETFs, and mutual funds. Each strategy has a very specific investment criteria goal and may take into account factors like company size, current stock/ETF price momentum, and price volatility. In addition, many of our strategies will factor in the momentum of the stock market as a whole, as well as the economy, in an effort to help decide whether to be invested in equities at all.
Our goal is to provide investment strategies that may fit within the bigger picture of a client’s overall financial plan. Investors who understand the importance of risk management within an investment portfolio will likely appreciate the transparent approach that is taken at USA Financial Portformulas.
Should you have any questions or would like to discuss USA Financial Portformulas in more detail, feel free to contact us.
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The information, data and opinions contained herein (1) include confidential and proprietary information belonging to Portformulas®, (2) may not be copied or redistributed, (3) do not constitute investment advice by Portformulas®, (4) are provided solely for informational purposes only and therefore are not an offer to buy or sell, and (5) are not warranted to be correct, complete or accurate. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk. No investment should be made in a Portformulas account without receiving and reviewing the Portformulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.