Portfolios
There are twelve separate Individual Investment Models that are blended in different fashions to create the allocation series to the right. Each allocation series has a different objective to solve the unique needs of multiple investors. There are also multiple allocations for each series, so whether your clients are aggressive, conservative, or somewhere in-between— there will be a perfect FormulaFolios Allocation just for them.
The Aggressive FormulaFolio is a quantitatively managed portfolio of individual equities, exchange traded funds, mutual funds and cash equivalents. FormulaFolios’ proprietary step-by-step mechanical approach to selecting positions eliminates emotional trading and is designed to only select above average positions based on both fundamental and technical indicators.
56% of the portfolio is typically comprised of 120 – 140 individual equities and cash equivalents. The holdings represent all market capitalizations. No leverage or short selling is used.
44% of the portfolio is managed with an absolute return objective using exchange traded funds (ETFs), mutual funds, and cash equivalents. The ETFs and mutual funds used include common unleveraged, leveraged, and inverse offerings. No outside leverage or short selling is employed. The principal objective to this 44% of the portfolio is to reduce equity market risk and increase portfolio returns.