- Use the MFI screener to choose stocks
- Calculate how many shares you need to purchase of each stock based on your investment amount
- Buy the stocks at your favorite brokerage firm (watch out for high transactional costs)
- Remember to sell stocks approximately one year from purchase date
- Go back to the first step and purchase a new portfolio
- Open an online money management account at Formula Investing with $100,000 or more
- Formula Investing will use the MFI system to automatically buy and sell stocks for your portfolio
- View your positions, balances and portfolio performance through their online system
- Open an online money management account at Formula Investing with $25,000 or more
- Use the stock screener to choose which MFI stocks you wish to buy
- Delete any stocks from the list you don't want to own
- Click a button and buy your list of stocks
- Monitor your portfolio online and track its performance
- Receive alerts when it's time to consider selling your gains and losses
- Sell your portfolio with a click of a button
- Buy a new list of stocks
