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What is MarketsMojo?

Our investment portfolios have consistently outperformed benchmarks by substantial margins through a committed long-term strategy. They have exceeded benchmarks across different time frames and every year since their launch, yielding significantly higher returns per unit of risk taken. Furthermore, the maximum drawdown observed is less than that of the broader market during the same timeframe. Over the last five years, we have successfully identified multiple multi-bagger opportunities. In our rigorous selection process, stocks must not only achieve high ratings but also receive endorsement from our investment committee to ensure that only the highest quality stocks are included. This approach guarantees that you receive premium stocks across all market capitalization categories, along with the best-rated options available. Our portfolio optimizer is specifically crafted to help you construct a more robust portfolio by advising on the optimal investment amounts for each chosen stock. By maintaining your investments in the highest-quality stocks that show strong short-term upward trends, you can effectively navigate swiftly changing market conditions, ensuring your portfolio not only survives but thrives. Furthermore, our commitment to maximizing returns while minimizing risks remains at the forefront of our investment philosophy, providing peace of mind to our clients.

What is Formula Stocks?

An essential aspect of successful investing is obtaining exceptional returns while minimizing the corresponding risk. Benjamin Graham, a foundational figure in the investment world, introduced the margin of safety concept, which underpins our technological approach. While it is impossible to completely eliminate risk, we concentrate on pinpointing outstanding companies that are trading below their actual value, thus lessening the risks typically linked to stock trading. Additionally, we employ a quantitative investing method that involves holding a diversified portfolio of approximately 40 stocks, each exhibiting certain desirable traits. These traits are derived from an extensive analysis of over 200 quantitative and qualitative metrics evaluated for each stock. This comprehensive assessment culminates in an AI-score that varies from -100 to 100, indicating the stock's attractiveness for investment. Joe is committed to guiding you toward achieving enhanced investment returns, relishing in the process of backing a remarkable enterprise that not only shows significant growth potential but also boasts an exceptional business model, all while being purchased at a price well below its actual value. By utilizing this thoughtful strategy, investors can effectively balance growth opportunities with prudent risk management in the ever-evolving investment environment. Ultimately, this approach fosters a more secure and prosperous investment journey.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$67.23 per year
Free Trial Offered?
Free Version

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MarketsMojo

Company Location

India

Company Website

www.marketsmojo.com/mojo/mpcombo

Company Facts

Organization Name

Formula Stocks

Company Location

Denmark

Company Website

formulastocks.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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