Simple Solutions to Complex Problems
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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
Unlocking Consistent Outperformance: Who Can Benefit Most from a Proven 4-Factor Investment Strategy?
Introduction Investors today face a fundamental challenge: how to achieve consistent, high returns while effectively managing risk. Many active strategies struggle to outperform passive benchmarks over time, and market volatility makes traditional approaches prone to deep drawdowns. However, a well-constructed quantitative model can offer an edge by systematically selecting stocks that balance value, growth, momentum,…
There’s A New Tariff In Town
A four-factor investment model that incorporates value, growth, momentum, and quality can be particularly effective during inflationary times, especially when the POTUS insists on tariffs, which can introduce additional economic uncertainty and market volatility. This approach leverages the strengths of each factor to create a diversified and resilient equity portfolio, while quarterly rebalancing helps to…
Dot-Com Bubble vs Potential AI Bubble
The dot-com bubble is often described as a period of excessive speculation in internet-based companies, but a deeper analysis reveals that it was not just about overhyped tech stocks. Instead, the broader market conditions leading up to 2000 played a crucial role in setting the stage for the crash. The S&P 500 had delivered exceptionally…
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.