Archive for February 2022

The debate continues about whether it is possible to outperform the S&P 500 over time. At Investoristics, we think the answer is yes especially if your approach is based on common sense and is grounded in investment fundamentals. In a recent article, we discussed our view on the number of stocks most investors need for…

How many stocks do you need to diversify your portfolio for adequate protection.  Well, it depends.  If you know what you are doing, say some, then you only need a dozen stocks or less in your portfolio.  Warren Buffett is famous for saying that “Diversification is protection against ignorance.”  We won’t get into that debate,…

Most are familiar with the phrase, “Past performance is no guarantee of future results” which simply implies that just because your investment strategy did well for 18 years doesn’t mean the success will continue.  So why does everyone want to know how well a strategy has done in the past if it doesn’t guarantee future…