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
Think Big For Better Returns
The world of investment management has long been dominated by elite hedge funds, known for their sophisticated strategies and often impressive returns. However, the reality for retail investors is that accessing such high-caliber ideas can be challenging, if not elusive. Despite the increasing democratization of finance and the proliferation of information, there seems to be…
Seek Safety With Caution
Investing in bonds, often considered a safer alternative to equities, may not be as foolproof as some investors believe, even when opting for bonds backed by the full faith and credit of the U.S. government. While these bonds, commonly known as Treasury bonds, are generally considered low-risk due to the backing of the government, it’s…
Investing, It’s Simple But Not Easy
Investing, at its core, is a simple concept – the act of allocating resources with the expectation of generating a return. However, the journey from understanding this simplicity to executing a successful investment strategy is fraught with challenges. The complexities arise not from the intricacies of financial markets, but from the deeply ingrained human emotions…
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.