MF Score
A 0-100 ranking score that summarizes the Modern Formula view of attractiveness.
About the methodology
A modernized value framework with trend discipline.
Modern Formula begins with the spirit of Greenblatt's Magic Formula, then adds two practical overlays: a technical trend screen to avoid obvious value traps and a business-quality ranking process to separate real bargains from distorted numbers.
01
Value Universe
Start with a broad universe of meaningful public companies and identify businesses that appear statistically attractive on value and return-based measures.
02
Technical Overlay
Apply a trend filter, including longer-week moving-average behavior, so candidates with weak market structure move to the watchlist instead of the buy list.
03
Quality Triage
Review each candidate for the risks that simple screens often miss: cyclical peak earnings, accounting anomalies, special situations, biotech distortion, and impaired businesses hiding behind low multiples.
04
Portfolio Rules
Translate the ranked list into position sizing, model portfolio context, and a planned holding schedule instead of leaving subscribers to improvise.
Brand language
The Modern Formula vocabulary.
Category 1
A trend-qualified candidate eligible for subscriber portfolio consideration.
MF Clock
A holding-period tracker for planned reviews, partial exits, and full graduation.
Value Trap Warning
A flag for candidates that are cheap for reasons the raw screen may not understand.
Quality Compounder
A strong business that appears temporarily mispriced rather than structurally broken.
MF Core Portfolio
The official model portfolio built from the ranked list and position-size discipline.
Why it matters
The screen finds candidates. The process manages behavior.
The strongest message for this brand is that investors do not fail only because they cannot find stocks. They fail because they buy randomly, concentrate too heavily, sell too early, hold too long, and change systems whenever the market gets uncomfortable.
Modern Formula should keep returning to one idea: the framework is built to make a disciplined process easier to follow.
Member access