Each quarter we have a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts and/or provide ideas for how to think about your portfolio in today's stock market. We also publish the monthly Trend Tracker giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction for the management of your investment accounts.
View Previous Trending Reports
View Previous Trend Trackers
Securities®
Broker Dealer & RIAMember FINRA/SIPC
Portformulas®
Formulaic TrendingMoney Management
Exchange®
Turnkey AssetManagement Platform
Insurance Services®
Insurance & AnnuityDistribution
Media
Multimedia MarketingConsulting & Technology
Consulting
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.