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
A Long-Term Investment Approach & The Benefits of a 3-Factor Investment Model
Investing is a journey often characterized by market volatility, economic cycles, and emotional highs and lows. For investors seeking to build wealth, adopting a long-term perspective is essential. The benefits of focusing on the big picture rather than short-term fluctuations are well-documented, providing both psychological and financial advantages. A three-factor investment model—centered on value, growth,…
Mean Reversion, A Cornerstone of Investment Theory
Reversion to the mean is a cornerstone of investment theory, reflecting the idea that over time, financial markets tend to revert to their long-term averages. While the concept is straightforward, its implications for investment decision-making are more nuanced, especially when considering the interplay between short-term and long-term performance metrics. Investors who focus solely on short-term…
Custom Portfolios, Young Investors
In recent years, a notable trend has emerged among younger investors: an increasing reluctance to engage with the stock market. While this skepticism may be rooted in perceptions of risk, lack of excitement, or even disillusionment with traditional investment approaches, this demographic might be overlooking the potential benefits of a more tailored investment strategy. By…
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.