About Formulaic Investing™
Formulaic Investing™ is a mechanically managed approach that provides transparency of automated, step-by-step, investment strategy qualification criteria. We generally refer to this activity as Formulaic Investing™ using a Portformula® Investment Strategy.
The qualification criteria eliminate human emotion from the stock selection process and become the strict quantitative methodology and model for investing within each investor selected Portformula®. In other words, the Portformula® will ultimately identify which holdings to own, how long to own them, and when to sell them. You can always identify exactly what holdings you own inside your Portformula® Investment Strategy, unlike many traditional “human” money manager directed portfolios.
Each Portformula® will only accept holdings that specifically meet the step-by-step qualification criteria & investment strategy. At certain times, it may be possible that no stocks will qualify, resulting temporarily in a full cash-position.
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The information provided in the above video is for licensed financial professionals only and is not intended for use in soliciting sales from the public. Trademark and copyright protected, all rights reserved. The views expressed represent the personal opinions of the presenter, not necessarily those of USA Financial® or its affiliates. Industry references are generic and not intended to represent actions or beliefs of any individual or entity. Content is only presented to illustrate general principles, beliefs or ideas and should not be construed as regulatory advice.
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