Formula Stocks

Formula Stocks is an intelligent investing strategy offered by Formula Stocks. According to the vendor, it is designed to identify and invest in undervalued growing companies. This product caters to small to large companies and is utilized by a range of professionals and industries, including business analysts, financial advisors, investment managers, individual investors, and hedge funds.

Key Features

Intelligent investing: According to the vendor, Formula Stocks offers an intelligent investing strategy that focuses on identifying and investing in growing companies. The strategy aims to find companies that are selling for less than their intrinsic value and have good growth prospects. It utilizes an artificial intelligence named Joe to analyze and select investments, based on factors such as financials, business models, and management teams.

Technological advantage: The vendor claims that Formula Stocks leverages artificial intelligence and technology to gain a competitive advantage in investing. Their AI, Joe, evaluates thousands of business opportunities to select the best investments. This technology allows for the analysis of multiple factors influencing investment outcomes, resulting in a more informed decision-making process.

High returns, low risk: According to the vendor, Formula Stocks aims to achieve higher returns without equally higher risk. The strategy follows the concept of a margin of safety pioneered by Benjamin Graham. It looks for companies trading significantly below their intrinsic value, reducing the risks associated with stock investing. The goal is to provide more upside potential while minimizing downside risk.

Latest sell signals: Formula Stocks provides regular updates on the latest sell signals, according to the vendor. These signals indicate when an investment should be sold based on the strategy's evaluation. The sell signals are updated monthly, allowing investors to stay informed about potential changes in their portfolio. The information includes details such as the trade duration, average buy price, sold price, and return.

The AI Score: According to the vendor, Formula Stocks offers the AI Score, a number between -100 and 100, indicating the attractiveness of a stock. The AI Score is derived from over 200 quantitative and qualitative factors computed for each stock. It aims to help investors identify stocks that are worth investing in or avoiding by providing insights into risk versus reward, value, growth, profitability, soundness, and more.

Pricing: Formula Stocks offers different pricing options based on the portfolio size, according to the vendor. They provide yearly and monthly subscription plans tailored to accommodate portfolios of various sizes, ranging from under $100k to over $1M. Additionally, a free 7-day trial is available for portfolio sizes under $100k.

Verifiable results: According to the vendor, Formula Stocks has a track record of delivering strong results since its inception in 2003. The company has undergone a 3-year pilot program verified by a third-party licensed auditor. The results for each year, such as +78.94% in 2009 and +44.64% in 2010, demonstrate the performance achieved. However, the vendor acknowledges that past performance does not guarantee future results.