Investment Series

Each of our investment strategies fits into one of our two investment series. Each Series utilizes a very specific approach to select investments and manage risk within the portfolio.


The Technical Focus Series seeks to identify quality stock holdings by analyzing the recent technical data of publicly traded companies within a particular index. Each strategy applies a specific set of formulaic stock price criteria that must be met in order for a stock to be included in a portfolio.

This series of investment strategies offers the opportunity for investors to gain exposure to equities within one of ten different stock market indices, allowing investors to build a portfolio that provides exposure to stocks of varying sizes of market capitalization.

Each strategy utilizes a step-by-step quantitative formula to make the final decision on which stocks will be included in the portfolio. This process is repeated at the beginning of every month so the most recent data available can be analyzed and the portfolio strategy can be rebalanced and reallocated accordingly.
The Bull-Bear Series seeks to ensure that recent trends within the equity and debt markets are being analyzed and acted upon. Each strategy applies a formula to measure the trend strength of exchange–traded funds (ETFs) that track specific indices.

Monthly rebalancing helps to ensure the recent trends are being analyzed. At the core of the risk-managed approach is the willingness and ability to reduce or eliminate exposure to specific segments of the market when the trending data indicates.

Fundamental Focus Series

The Technical Focus Series seeks to identify quality stock holdings by analyzing the recent technical data of publicly traded companies within a particular index. Each strategy applies a specific set of formulaic stock price criteria that must be met in order for a stock to be included in a portfolio.

This series of investment strategies offers the opportunity for investors to gain exposure to equities within one of ten different stock market indices, allowing investors to build a portfolio that provides exposure to stocks of varying sizes of market capitalization.

Each strategy utilizes a step-by-step quantitative formula to make the final decision on which stocks will be included in the portfolio. This process is repeated at the beginning of every month so the most recent data available can be analyzed and the portfolio strategy can be rebalanced and reallocated accordingly.

Bull-Bear Series

The Bull-Bear Series seeks to ensure that recent trends within the equity and debt markets are being analyzed and acted upon. Each strategy applies a formula to measure the trend strength of exchange–traded funds (ETFs) that track specific indices.

Monthly rebalancing helps to ensure the recent trends are being analyzed. At the core of the risk-managed approach is the willingness and ability to reduce or eliminate exposure to specific segments of the market when the trending data indicates.





Portformulas® Investing is an SEC Registered Investment Advisor and is the Formulaic Trending Money Manager™. An investment in any Portformulas® Investment Strategy should be made with an understanding of the risks involved with investing in securities including economic recession, financial deterioration and/or the general condition of the stock market. Portformulas® may incur additional risk and/or volatility in comparison to any indices or other investment. Past performance is no guarantee of future results and your actual results may vary. Investing carries an inherent element of risk and there is the potential for substantial loss in principal. It is possible that the market will move positively while you are not invested or negatively while you are invested, resulting in losses. Any Portformula® strategy may underperform or produce negative results. Should you become interested in investing, you will need to request a Hypothetical, ADV and the Sponsor Disclosures and Descriptions. The RAM® Score feature is a management tool and does not guarantee any specific results or performance. Even with the RAM® Score feature it is possible an account can lose value. RAM® Score was not developed until January 2010. Prior to January 2010, clients were utilizing RAM® Score's predecessor, RAM®.

Purchases and sales of securities, including frequent movement between stocks, ETFs, bond funds, mutual funds and money market funds may be made without regard to how long they were owned and can result in tax implications, which should be considered before investing. Money market funds may have limited or no insurance guarantee and it is possible to lose money in a money market fund.