The first decade of the 21st century has taught us that the buy-and-hold philosophy requires an extensive amount of time to
rebuild a portfolio after significant losses in the market. As an alternative to buy and hold, many investors and financial
advisors have resorted to market timing in an effort to time the bottoms and the tops of the market. Unfortunately, this
strategy has proven to result in higher risk with greater inconsistency.
Formulaic trending is a different approach that shares some of the positive characteristics of both philosophies. If you
study the history of the stock market, it is easy to look at charts and identify upward and downward trends that have taken
place. It goes without saying that if you could be invested in the market during the upward trends, and be allocated differently
during the downward trends, you may experience a more stable outcome. The challenge is identifying what may likely happen in
the months and years to come. That is where our patented process enters the equation.
The goal of formulaic trending is to verify trends and act upon them. However, unlike market timing, formulaic trending is
not a reaction to the market, nor is it a daily buy/sell routine in an effort to predict whether the market will go up or
down in the future. Instead, formulaic trending seeks to identify long-term trends to help provide a more stable investing
experience. This is what we do at USA Financial Portformulas. This is formulaic trending.
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingMoney Management
Turnkey AssetManagement Platform
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Compliance Guidance &Practice Management
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.