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
The Big Sqeeze, Try to Avoid Get Rich Quick Ideas
The “big squeeze” involving GameStop (GME) stock in early 2021 left an indelible mark on both retail and institutional investors, reshaping the dynamics of the stock market in unexpected ways. The saga, primarily fueled by retail investors coordinating on platforms like Reddit’s WallStreetBets, brought to the forefront the power of the masses against institutional heavyweights….
Don’t Change
Frequently changing investment strategy is a tempting yet perilous endeavor that can significantly undermine one’s financial goals. While the investment landscape is rife with market fluctuations, reacting impulsively to short-term events can lead to suboptimal outcomes over the long term. A fundamental principle in investing is the importance of strategy consistency, which is rooted in…
Should You Buy Defensive Stocks?
Attempting to pick defensive stocks in a perpetually uncertain stock market may not be the most effective strategy for investors seeking stable returns. The inherent unpredictability of the market, coupled with the challenges of accurately forecasting economic conditions, makes it challenging to consistently identify defensive stocks that will outperform the broader market. In many cases,…
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.