Aggressive

The FormulaFolio Aggressive Allocation is benchmarked to the S&P 500 and is designed for long term growth of capital. It was engineered for manageable volatility relative to its benchmark while delivering outperformance in all market cycles. It manages risk with our proprietary Recession Probability Analytics (RPA), a unique macro overlay to position sizing, as well as allocating up to 30% of assets to non-correlated total return strategies.

While this is our most aggressive allocation, it was designed to produce a better total return than the broad equity market with less potential for loss.

Allocation Strategies

Aggressive
Long term growth investment objective. 70% traditional equities, 30% total return growth.
Moderate Aggressive
Long term growth investment objective. 56% traditional equities, 24% total return growth, 20% income.
Moderate
The Moderate is the flagship allocation strategy, utilizing some components of all sub-models. It is invested 36% traditional equities, 24% total return growth, and 40% Income 50.
Moderate Conservative
The second most popular allocation strategy. It is invested 24% traditional equities, 16% total return growth, and 60% Income 50.
Conservative
This allocation is invested 10% traditional equities, 10% total return growth, and 80% Income 50.
Income 50
Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more aggressive than the Income 70.
Income 30
Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more conservative than the Income 50.

Individual Strategies

Large Cap
A quantitatively managed, low turnover portfolio of individual equities. Holds up to 20 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
Mid Cap
A quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
Small Cap
A quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
International
A quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
Market Rotation
A tactical allocation portfolio of exchange traded funds (ETFs).
FF 2.0
FF2.0 is an aggressive, market neutral portfolio of ETF's. It is designed to capitalize on both up and down moves in broad US stock markets.