Weekly Suggestions
The Formula Stocks model portfolio is cash constrained. It never receives new cash, so it may be low on cash in a given month or decide to increase cash over a period of time, but that does not necesarilly mean the strategy cannot find any attractive businesses.
Weekly Suggestions surface those opportunities for members who want more buying options, or use Formula Stocks as a screener for further research.
Updated cadence
Published weekly whenever the strategy identifies fresh buy opportunities.
Allocation logic
Buy signals include a suggested percentage of cash to deploy in each stock.
No sell signals
Unlike the portfolio trades, weekly suggestions does not come with future sell signals.
Practical Example
How to use suggestions
Each week, the dashboard shows a list of buy signals with a suggested cash allocation for each one. Think of those percentages as instructions for how to divide this week's new capital and how much to save in cash.
As an example if you want to invest $1,000 this week and there are two suggestions: stock A with a 10% allocation and stock B with a 15% allocation. That suggests to invest about $100 in stock A and $150 in Stock B while keeping ~$750 in cash.
That selectivity is a strength: Weekly Suggestions is not trying to force every dollar into the market, it attempts to only to highlight what it considers the best opportunities available each week.
Example
Cash to deploy this week
$1,000
Who Uses It
Suggestions is for investors who want more buying opportunities and handle their own exit strategy.
You want Formula Stocks ideas without copying every position in the model portfolio.
You already mirror the portfolio and also want help deploying additional cash over time with increased diversification.
You prefer doing your due diligence and use Formula Stocks as a pre-filtered list of potential investments for further research.
If You Want Full Mirroring
If you want a strategy to follow without thinking about when to sell, and how to size positions, we recommend following the portfolio and monthly trades instead.
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