Intelligent investingWith a technological advantage
Our strategy finds and invests in wonderful growing companies selling for less than they are worth.
96.35% of these investments have been sold with a profit.
How we pick winning stocks
Meet Joe. Joe is an artificial intelligence with a diverse personality. He simultaneously thinks like 25 of the best super investors, such as Benjamin Graham, Philip Fisher, Warren Buffett, Jesse Livermore, to name a few.
Joe can help you earn a better return on your capital. He is happy when he can invest in a wonderful business with good growth prospects, a great business model, purchased at a price well below its intrinsic value.
Price is what you pay, value is what you get. Joe's task is to make sure you get your moneys worth of good businesses at a sharp price.
He is adept at avoiding mistakes, careful about evaluating finances, business models and management teams as well as 200 other factors influencing a positive outcome.
While you sleep, Joe tirelessly evaluates thousands of business opportunities selecting the very best, giving you more time to focus on what you love to do.
Performance
Log scale chart showing how $25,000 could have multiplied since 1970
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*Historical numbers are based on backtested data. Since our 2009 launch we have observed similar results in real-time.
High returns, low risk
A hallmark of successful investing is achieving higher returns without equally higher risk.
Benjamin Graham pioneered the concept of a margin of safety, around which our technology is developed.
While risk can never be eliminated, we look for wonderful companies trading for considerably less than they are worth, thus minimizing the risks inherent in stock investing.
More upside. Less downside.
Latest sell signals
Here's our 10 latest sell signals (updated monthly)
| Trade | First bought on | Holding period | Avg. buy price | Sold at | Return |
|---|---|---|---|---|---|
Statistics & Ratios
Ratio of winners relative to losers.
96.35%Average return of the 96.35% winning investments
+74.99%Average loss of the 3.65% losing investments
-16.74%Average return per investment
+71.64%Average holding period
826 daysFollow our results over time!
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The AI Score
There are multiple ways to invest intelligently. You have previously met Joe, who specializes in selecting individual winning stocks.
Another approach is quantitative investing, where you invest in a "basket" of stocks, say 40 stocks, which sports certain winning traits. These traits are derived from more than 200 quantitative and qualitative factors, computed for each stock. Called the AI-score, a number between -100 and 100, indicating attractiveness.
Consider a stock with -100 as something to avoid, and a stock with an AI-score of 100 as something to absolutely invest in. Since all supported stocks receive a score you can construct your own preferred portfolio or use it as a supporting investment tool. For each stock you also get access to a report, detailing risk vs. reward, value, growth, profitability, soundness and much more.
If invested in 40 stocks with an AI-score > 80 a typical historical avg. return would have been 27% pro anno*. See study for further details.*Past performance does not guarantee future performance
Pricing
Our products are fine-tuned for your portfolio size.
Verifiable results
Since inception in 2003, and launch in 2009, Formula Stocks has delivered strong results for its users.
Upon launch we initiated a 3 year pilot program, as verified by a 3rd party licensed auditor:
2009: +78.94%2010: +44.64%2011: +17.51%
Optimizing the odds for great future results is what Joe does best, even as future results are always unknown.
By clicking below you can examine how each of our previous trades have worked out seen in retrospect.
How to get started
Using Formula Stocks is easy and only requires a few minutes of trading each month.
Mirror portfolio
To get started simply mirror our portfolio in your brokerage account of choice. Our dashboard shows exactly how much to allocate to each stock.
Follow monthly trades
Every month, the system re-evaluates it’s portfolio, buying & selling stocks. You'll be notified of the new trades that you can make in your own account to follow along.
Exchanges supported
By accessing this website and any pages thereof, you agree to be bound by our Terms of Service and Privacy Policy.Formula Stocks is an information provider, not an investment advisory service or a registered investment advisor, does not offer individual investment advice and does not manage client funds. Unless otherwise specified, all return figures shown above are for illustrative purposes only. Formula Stocks does not purport to tell which securities individual customers should buy or sell for themselves and recommendations are not solicitations to buy or sell a security, Like a newsletter Formula Stocks offer a model portfolio, which members can choose to use as an input in their own decisionmaking process. Formula Stocks assumes no responsibility or liability for your investment results. You understand and acknowledge that there is risk involved in investing in securities. For technical reasons the website displays up-to-date graph data refreshed daily based on backtested data. Backtested performance results have certain inherent limitations, as they could potentially be designed with some benefit of hindsight, even though every effort have been made to avoid such risk. Unlike an actual performance record such as the one mentioned above, backtested results do not represent actual trading and may not be impacted by brokerage and other slippage fees. Also, since transactions may or may not have been executed, results may have under- or over-compensated for impact, if any, of certain market factors, such as lack of market liquidity or level of participation. Past results of any investment system are not necessarily indicative of future results. No representation is being made that you are likely to achieve profits or losses similar to those shown here. In addition, information, system output, articles, and other features of our products are provided for educational and informational purposes only and should not be construed as investment advice. It remains the user’s exclusive responsibility to review and evaluate the content and to determine whether to accept or reject any content. Formula Stocks expresses no opinion as to whether any of the website content is appropriate for a user’s investment portfolio, strategy, financial situation, or investment objective(s).