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.
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