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
Keep It Simple
In the complex world of investment, simplicity often emerges as the guiding principle for developing a successful strategy. This simplicity-centric approach is rooted in the idea that uncomplicated, transparent, and easily understandable investment plans tend to outperform their more intricate counterparts. One popular and straightforward strategy is to construct a portfolio comprising two fundamental products:…
In Times of Uncertainty, Be Certain
In the current market environment, where the Federal Reserve is actively working to manage and tame inflation, it is crucial for investors to adhere to their established investment strategies. While inflation uncertainty may lead to short-term market fluctuations and concerns, adhering to a well-thought-out and disciplined investment plan can provide long-term benefits and opportunities. …
The Super Bowl And Your Investment Returns?
The Super Bowl Indicator, a whimsical theory suggesting a link between the outcome of the NFL’s championship game and the performance of the stock market for the year, has been a source of amusement for investors and football enthusiasts alike since the first Super Bowl in 1967. According to this quirky hypothesis, if a…
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.