Ratio of winners relative to losers
94.22%
AI Stock screener now available.
Intelligent investing with a technological advantage
Find high-quality companies the market has under-valued with an easy to follow algorithmic portfolio.
Avg. Annual return0.00%0.00%
Win/Loss ratio0.00%0.00%
Companies screened0+0+
17 years of Outperformance
Since 2009, Formula Stocks has consistently outperformed the S&P 500
Log scale
*Past returns do not guarantee similar future results.
Latest sell signals
Recent exits from the live portfolio
A monthly-updated snapshot of the latest 10 positions closed by the live Formula Stocks strategy.
| Trade | Return |
|---|---|
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Statistics
See the evidence behind the strategy: long-term returns, downside control, and the risk/reward profile that has helped Formula Stocks outperform since 2009.
avg return of the 94.22% winning investments
+74.99%
avg loss of the 5.78% losing investments
-16.74%
average return per investment
+69.69%
average holding period
826 days
CAGR (Compound annual growth rate)
+24.50%
Gain to pain ratio
1.5685
Sortino Ratio
2.101927
Sharpe Ratio
2.68
Calmar ratio (3 year)
2.6905
IRR Arithmetic mean
+52.61%
IRR geometric mean
+36.90%
Max drawdown 36 months
-23.17%
Max drawdown 50 years (backtested)
-53.45%
Need more details?
Contact us for a deeper breakdown of the methodology, risk controls, and full performance statistics behind these results.
Pricing
Choose the plan that fits your portfolio and get disciplined buy and sell signals.
Entry
Designed for portfolios up to $1M
--% win ratio
--% CAGR
4 models
AI Reports (limited)
Weekly stock tips
Pro
Designed for portfolios up to $1M
--% win ratio
--% CAGR
25 models
AI Reports
Weekly stock tips
Priority support
Fund
Contact us
Designed for large AUM capital
-----% win ratio
-----% CAGR
100+ models
AI Reports
Weekly stock tips
Priority support
How We Invest
Strategy
Our strategy draws on the playbooks of 25 super investors, such as , , , and more. It combines value, quality, growth, and market behavior into one disciplined process rather than relying on a single investing style.
The process looks for high-quality businesses with durable economics, capable management, and room to grow, then weighs whether the market price offers a meaningful margin of safety versus intrinsic value. Thousands of companies are screened across financial strength, business quality, and risk factors so the portfolio can stay focused on the most attractive opportunities.
How To Use
How to Use Formula Stocks
Formula Stocks gives you four practical ways to use the product depending on how hands-on you want to be.
Mirror the portfolio with buy and sell signals, browse weekly suggestions for fresh ideas, or use AI scores to screen stocks before doing deeper research.
Buy signals
Mirror the model portfolio by following each buy signal.
MSFT
Microsoft Corporation
Bought at $431.26
Current price $438.11
AI Score
great
+78.00
2.5%
7.5%
NVDA
NVIDIA Corporation
Sold at $962.80
Current price $938.12
AI Score
great
+66.00
Bought at
$812.15
Return on investment
+18.55%
AAPL
Apple Inc.
Buy at $212.48
Current price $218.73
AI Score
excellent
+84.00
10%
AAPL
excellent
+84.00
Reward
great
+72.00
Safety
great
+61.00
Try it free for 7 days!
Sign up for a 7-day free trial and do your own due diligence and research into the companies we are invested in, or compare your own portfolio with AI reports.
Independent audit results
Formula Stocks launched with a three-year pilot program, and each annual return below was verified by an independent third-party licensed auditor.
Third-party audited
2009
+78.94%
Third-party audited
2010
+44.64%
Third-party audited
2011
+17.51%
FAQs
Here are some common questions and answers that you might encounter when using Formula Stocks.
The average holding period is about 2.2 years. Some positions are held as little as 1 month, while the maximum holding period for any stock is 4 years.
Formula Stocks is an information provider, not an investment advisory service or registered investment adviser. It does not offer individualized 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 individual customers which securities they should buy or sell, and its recommendations are not solicitations to buy or sell any security. Like a newsletter, Formula Stocks offers a model portfolio that members may choose to use as an input in their own decision-making process. Formula Stocks assumes no responsibility or liability for your investment results. You understand and acknowledge that investing in securities involves risk. 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 may be designed with some benefit of hindsight, even though every effort has been made to avoid that risk. Unlike an actual performance record, backtested results do not represent actual trading and may not reflect the impact of brokerage commissions, slippage, or other fees. Because transactions may or may not have been executed, results may have under- or over-compensated for the 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 website content is appropriate for a user's investment portfolio, strategy, financial situation, or investment objectives.