Holding style
Long-term by design
The average holding period for an investment is 2.4 years. Formula Stocks is built with long-term investors in mind with minimal upkeep required.
Product / Portfolio
Follow our live portfolio with monthly trades
Portfolio is the live model portfolio behind Formula Stocks. It shows current holdings, position sizes & cash.
To use it, mirror the current holdings in your brokerage account, then follow the monthly Trades page to stay aligned as positions are added, increased, or sold.
Ongoing upkeep
How to stay in sync
Once a month, check the Trades page and copy any new buy or sell signals in your brokerage to stay aligned with the model portfolio.
Performance view
Track portfolio performance
Check the portfolio view any time to see how it's performing compared to the S&P500 with realtime updates, including daily news briefings.
Everything you need.
Intelligent Portfolio management.
Many investment products stop at research. They stocks to buy or share a portfolio of stocks, but it leaves the difficult part to the customer: how much to buy, how to balance positions, when to add, when to exit, and how much cash you should keep in reserve?
The Formula Stocks portfolio management strategy follows the restrictions of a real trading account with limited funds and no cash inflows. So if it has $0 available in cash, it cannot buy any new stocks until something else is sold or it receives a divident payment.
This also forces the system to consider the market as a whole, it knows when to capitalize on good opportunities, and when to save up more cash to weather potential downturns, and be ready to take advantage of undervalued opportunities.
Start from a real portfolio
No guess-work needed. The portfolio provides everything you need to mirror the holdings in your own brokerage account, holdings, percentage weights, how much to keep in cash etc.
How to size positions
Each holding has a visible % allocation, you can roughly match in your own account, no two accounts will match the percentages perfectly and that's not required.
Keep cash on hand
Like any real account, the portfolio is cash-constrained and will keep cash on hand for new buying opportunities and hoard more cash when markets are overpriced to lower risk.
Simple to follow
Portfolio and Trades work together, once the portfolio is mirrored once you can use trades to follow simple buy & sell signals with percentage weights to keep your portfolio in sync.
Portfolio page
- Current holdings, including cash
- Allocation percentages for each open position
- Basis price, latest price, dividends, and total return
- AI Score and holding period context
Trades page
- Monthly buy trades when the system starts or increases a position
- Monthly sell trades when the system exits a position
- The average execution price used by the model portfolio
- A simple way to keep your account updated without watching every day
Best fit
Best for investors who want a system, not just research
Portfolio is the strongest Formula Stocks workflow if you want to follow a live model from current holdings through monthly execution. If you prefer more discretion, Formula Stocks also gives you ways to work from ideas or ratings instead.
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.