Investment Series

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

Four Investment Series

The Fundamental Focus Series seeks to identify quality stock holdings by analyzing the recent fundamental data of publicly traded companies. Each strategy applies a specific set of formulaic criteria that must be met by the company in order for that issuing company's stock to be included in a portfolio.

Each strategy within the series utilizes the RAM® Score risk management tool to help guide the decision about whether to stay invested in individual equities or seek opportunity or safety elsewhere.

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 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 Tactical Focus Series seeks to evaluate asset categories by analyzing market data in order to identify and suggest strong sectors and asset classes, then allocating accordingly.

This series monitors the technical trends amongst a wide range of asset classes, utilizing corresponding exchange traded funds as the primary investment vehicle to gain exposure in the asset classes demonstrating strength.
The Strategic Focus Series selects its holdings by evaluating targeted or contained asset classes with specific investment objectives. This series analyzes the data within the contained asset categories in order to identify and select strategic allocations. This series allows investors who desire specific asset class exposure the opportunity to invest in a particular segment of the market with a formulaic approach.

Fundamental Focus Series

The Fundamental Focus Series seeks to identify quality stock holdings by analyzing the recent fundamental data of publicly traded companies. Each strategy applies a specific set of formulaic criteria that must be met by the company in order for that issuing company's stock to be included in a portfolio.

Each strategy within the series utilizes the RAM® Score risk management tool to help guide the decision about whether to stay invested in individual equities or seek opportunity or safety elsewhere.

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.

Technical 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.

Tactical Focus Series

The Tactical Focus Series seeks to evaluate asset categories by analyzing market data in order to identify and suggest strong sectors and asset classes, then allocating accordingly.

This series monitors the technical trends amongst a wide range of asset classes, utilizing corresponding exchange traded funds as the primary investment vehicle to gain exposure in the asset classes demonstrating strength.

Strategic Focus Series

The Strategic Focus Series selects its holdings by evaluating targeted or contained asset classes with specific investment objectives. This series analyzes the data within the contained asset categories in order to identify and select strategic allocations. This series allows investors who desire specific asset class exposure the opportunity to invest in a particular segment of the market with a formulaic approach.





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.