Ratio of winners relative to losers
95.02%
AI Stock screener now available.
Value investing with a technological advantage
Find high-quality companies the market has under-valued with an easy to follow algorithmic portfolio.
17 years of Outperformance
Since 2009, Formula Stocks has consistently outperformed the S&P 500
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*past returns does not guarantee similar future results
Built for Long-Term Investors Formula Stocks is designed for investors who want a more disciplined way to find great businesses and make better decisions without chasing short-term market moves.
AI Score
Stock Screener Use our stock screener and proprietary AI Score to quickly surface higher-quality companies and spend more time researching the names that matter.
Buy
AAPLPrice $212.48
Sell
NVDAReturn +24.3%
Easy to Use Follow clear buy and sell signals once a month to mirror the Formula Stocks portfolio in your brokerage of choice without needing to manage trades every day.
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 | First bought on | Holding period | Avg. buy price | Sold at | Return |
|---|---|---|---|---|---|
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Statistics
Win ratio is only part of the story. Learn more about our asymmetric risk/reward profile.
avg return of the 95.02% winning investments
+74.99%
avg loss of the 4.98% losing investments
-16.74%
average return per investment
+70.42%
average holding period
826 days
CAGR (Compound annual growth rate)
+25.55%
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 algorithms and models are built on the principles of exceptional investors such as Benjamin Graham, Philip Fisher, Warren Buffett, Jesse Livermore and more. Combining both value and growth investment strategies.
Our process looks for high-quality growing businesses with a good business model, strong economics, a moat, good management and a large margin of safety, the market has priced well below its intrinsic value.
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 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).