FormulaFolios TV
Market Rotation FormulaFolio
FormulaFolios use a variety of models to ensure proper diversification and overall robustness. One of our individual models that is particularly unique, but very much based on common sense – is the Market Rotation FormulaFolio. This is used in all of our allocations and is designed to produce equity market beating returns with lower overall volatility. This video is an overview of the model, and why it resonates well with investors.
An Introduction to RPA
A big part of what makes FormulaFolios work is our unique approach to risk management. One component of this is a macro economic model we developed to more clearly understand the real health of the US Economy. This video serves as an introduction to the model, why it works, and what the benefits are to investors.
Equity FormulaFolios
Our FormulaFolio Allocation Models have a number of “stock” or “equity” specific models. These models are Large Cap, Mid Cap, Small Cap, Multi Cap, and International. Each model has its own unique set of criteria, or “factors” used to determine what is bought and sold, when we buy or sell, as well as how much we buy or sell. This video explains how these factors were created and is helpful for investors seeking to know more about the mechanics of FormulaFolios.