Archive for March 2025

Investoristics 3-Factor 10-Stock Portfolio Performance Tracker Performance (2001–2024) 3-Factor Portfolio Annualized Return: 15.3%  (See March 19, 2025 Strategy Article) S&P 500 Annualized Return: 8.47% Annual Performance (2025 and Beyond) (Updated Daily for Current Year) 2025: 0.31% (3-Factor Portfolio) | -9.83% (S&P 500)

A Superior Strategy for Retail and High-Net-Worth Investors For decades, investors have relied on the S&P 500 as a benchmark for market performance. While it has delivered solid long-term returns, it also comes with significant volatility and periods of underperformance. But what if there was an alternative—one that provides superior risk-adjusted returns, lower drawdowns, and…

In the world of investment, consistent outperformance with controlled risk is the holy grail. Investoristics’ 30-Stock Strategy, meticulously designed and rigorously backtested over 24 years, presents an exceptional opportunity for institutional investors, family offices, and high-net-worth individuals seeking market-beating returns while minimizing drawdowns. By carefully selecting 30 stocks from the S&P 500 using a refined…