Simple Solutions to Complex Problems

Offering Subscription-Based Portfolio Management Newsletters

Simple Solutions to Complex Problems

Offering Subscription-Based Portfolio Management Newsletters

Providing a Simple and Effective Equity Solution to Our Subscriber Base

Investoristics, LLC represents over 25 years of experience studying the relationship between fundamentally sound stocks and those characteristics indicative of future performance. Investoristics is where sound fundamentals meet predictive metrics and statistics which results in Investoristics.

Market Insights

Too Much Passive Investing?

Passive investing, often associated with index funds and exchange-traded funds (ETFs), has gained immense popularity in recent years for its simplicity, low costs, and broad market exposure. However, despite its widespread adoption and numerous advantages, passive investing also poses several potential problems, especially when too many individuals or institutions engage in this type of investing….

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Younger Investors

Younger people in their 20s are in a unique position when it comes to investing, as they typically have a longer investment time horizon ahead of them. This extended timeframe offers a valuable opportunity to pursue more aggressive investment strategies that can potentially yield higher returns over the long term. One of the most effective…

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Forget About The FED, Bottoms UP!

Waiting for the next announcement from the Federal Reserve (Fed) and attempting to time the market based on macroeconomic events can be a precarious strategy, particularly for long-term investors. This top-down approach, centered on predicting broad economic trends and interest rate movements, introduces a level of uncertainty and complexity that may not align with the…

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Current Challenges Facing Investors

Too many investors have strayed from the fundamentals when building investment portfolios which are typically fee-heavy and fail with regard to meeting desired performance goals. Many investors are not utilizing the best-performing investment strategies due to a lack of effective options.

Our Approach to Investing

Investoristics, LLC implements a model that exploits price inefficiencies in the market and identifies a select group of stocks that exhibit those characteristics that are indicative of future market outperformance.

Our proprietary ranking system picks stocks according to their overall potential for growth by selecting those stocks with the best combination of quality, value, and financial strength.

Investoristics, LLC operates under the assumption that a stock's price ultimately follows the underlying stock's earnings growth and expectations for future earnings growth. There are always a select group of stocks violating this principle, and holding a basket of stocks that violate this principle performs extremely well over time.

Our Approach to Investing

Investoristics, LLC implements a model that exploits price inefficiencies in the market and identifies a select group of stocks that exhibit those characteristics that are indicative of future market outperformance.

Our proprietary ranking system picks stocks according to their overall potential for growth by selecting those stocks with the best combination of quality, value, and financial strength.

Investoristics, LLC operates under the assumption that a stock's price ultimately follows the underlying stock's earnings growth and expectations for future earnings growth. There are always a select group of stocks violating this principle, and holding a basket of stocks that violate this principle performs extremely well over time.

Performance Expectations

Investoristics, LLC provides subscribers with a highly focused equity portfolio with consistent market-beating returns versus the S&P 500. Focused portfolios based on quality, value, and financial strength perform very well in all market cycles with significant outperformance against the S&P 500 while maintaining a lower risk profile.