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
Are Investment Newsletters Right for You?
Investment newsletters play a crucial role in guiding investors towards making informed financial decisions. When it comes to choosing between newsletters that emphasize building and managing a portfolio of stocks and those that focus on stock recommendations of a single stock on a recurring basis, several compelling reasons make the former superior. Firstly, a…
Do You Know Your Investment Style? You Should
Crafting an investment strategy that aligns with your individual or organizational style, personality, and values is crucial for achieving better investment results over time. This personalized approach to investing helps to manage risks, maintain discipline, and stay committed to your long-term financial goals. A well-defined investment policy serves as the foundation of any successful…
Should You Buy The Dip?
“Buying the dip” is a popular investment strategy often advocated by traders and investors looking to take advantage of market volatility. The idea behind this strategy is simple: when a stock or asset experiences a significant price decline, investors rush in to buy at the lower price, hoping that the market will eventually rebound, allowing…
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.