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
Entering The New Year
Chasing investment returns into the new year based on the prior year’s top-performing strategies can be a risky and often misguided approach. While the temptation to follow the latest trends or the investments that yielded high returns in the past year might seem compelling, it’s crucial for investors to exercise caution and adopt a more…
Discipline And Consistency vs Investment Strategy
Discipline and consistency stand as the bedrock of successful investment skills, and their significance cannot be overstated. In the realm of investing, where volatility and unpredictability often reign, those who master the art of discipline and adhere to a consistent strategy are better positioned to navigate the complexities of the financial landscape. The allure of…
When Investing, Know Your History But Understand The Pitfalls
Investors navigating the complex world of financial markets often encounter sensationalized headlines and attention-grabbing statements, such as “The S&P 500 Is About to Do Something It Has Only Done 9 Times Before. History Says the Stock Market Will Do This Next.” While these declarations may pique interest and prompt short-term actions, it is crucial for…
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.