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
Zweig Breadth Thrust: Implications for Investoristics’ 4-Factor Model Performance
In the world of technical market indicators, the Zweig Breadth Thrust (ZBT) stands as one of the rarer and more historically reliable signals of strong, sustained equity market advances. Developed by the famed investor Marty Zweig, the breadth thrust identifies moments of intense buying pressure emerging after a period of weakness — suggesting a transition…
A Strategy for All Seasons
In the ever-evolving landscape of investing, where market volatility, shifting economic cycles, and media noise often blur the path to consistent returns, having a simple, effective, and reliable investment strategy is more critical than ever. For investors seeking long-term success without the burden of constantly monitoring the market or reacting to every macroeconomic headline, Investoristic’s…
10-Stock Portfolio Performance Tracker
Investoristics 3-Factor 10-Stock Portfolio Performance Tracker Performance (2001–2024) 3-Factor Portfolio Annualized Return: 15.3% (See March 19, 2025 Strategy Article) S&P 500 Annualized Return: 8.47% Annual Performance (2025 and Beyond) (Updated Daily for Current Year) 2025: 7.72% (3-Factor Portfolio) | 1.56% (S&P 500)
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.