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
How Our Uniqueness Drives Sustainable Alpha at Investoristics
In today’s world of quantitative investing, it’s easy to lose sight of what truly drives long-term outperformance. With more firms relying on similar data, academic factor definitions, and off-the-shelf backtesting tools, the quant landscape has become increasingly homogeneous. We believe that the most valuable edge in this environment is not the sheer volume of data…
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…
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.