Posts by Darryl H

What Future Returns Can You Reasonably Expect from the Investoristics Strategy? At Investoristics, we’ve spent decades refining a disciplined, quantitative investment process that consistently identifies fundamentally strong, undervalued, and fast-growing businesses within the S&P 500. Our model is built on a proprietary application of value, growth, and quality factors—combined with disciplined position sizing and a…

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…

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…

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…

Investoristics 3-Factor 10-Stock Portfolio Performance Tracker Performance (2000–2024) 3-Factor Portfolio Annualized Return: 19.16% S&P 500 Annualized Return: 7.70% Annual Performance (2025 and Beyond) (Updated Daily for Current Year) 2026: -1.76 (3-Factor Portfolio) | 8.00 (S&P 500) 2025: 22.63 (3-Factor Portfolio) | 17.88 (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…

Introduction At Investoristics, we recognize that backtesting is often met with skepticism, particularly when results indicate significant outperformance over historical periods. Critics argue that backtests are prone to overfitting, survivorship bias, and unrealistic assumptions. However, not all backtests are created equal. The rigor and methodology behind a strategy significantly influence how well it translates into…

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,…

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…