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
Navigating Tracking Error: Why Winning Long-Term Requires Looking “Wrong” Short-Term
For disciplined quantitative investors, the late stages of an extended bull market present a unique psychological paradox. When speculative momentum drives a market-cap-weighted index like the S&P 500 to multi-year annualized gains above 20%, high-conviction factor strategies can experience what portfolio managers call tracking error—stretches where a fundamentally superior portfolio temporarily lags a roaring benchmark….
The Fallacy of Diversification: How “Diworsification” Breeds Index Mediocrity
Modern Portfolio Theory has sold investors a comfortable, pervasive lie: that expanding an equity portfolio across hundreds of assets is the only reliable path to risk management. In practice, this structural dogma frequently transitions from prudent risk reduction into financial self-sabotage—a compounding drag on long-term capital wealth known as diworsification. For specialized quantitative investors, understanding…
The Squeeze Before the Snap: What a Compressing Spread Means for the S&P 500 and High-Conviction Factor Strategies
To the untrained eye, long-term market trends look static—an unbroken stream of compounding wealth that smoothly marches toward historical averages. But beneath the surface of the benchmark numbers lies a dynamic, highly cyclical tug-of-war between two fundamentally different ways of owning equities: market-capitalization weighting and factor-based quantitative discipline. Since 2000, the Investoristics 10—our high-conviction, concentrated…
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.