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
Don’t Go Chasing Waterfalls and Fads
Investing in stocks with strong fundamentals, characterized by consistently robust historical earnings and sustained growth in earnings, is a cornerstone principle of prudent and successful investing. Stocks of companies with solid fundamentals not only provide a sense of stability and security but also offer the potential for long-term wealth creation and capital appreciation. By focusing…
Remove The Doubt!
“Doubtful investors,” those who consistently find reasons to avoid investing in equities or utilizing stocks to generate income in their portfolio, present a significant challenge in the realm of personal finance and wealth management. These individuals often harbor deep-seated apprehensions and uncertainties about the stock market, which can stem from a variety of sources, including…
Too Much Passive Investing?
Passive investing, often associated with index funds and exchange-traded funds (ETFs), has gained immense popularity in recent years for its simplicity, low costs, and broad market exposure. However, despite its widespread adoption and numerous advantages, passive investing also poses several potential problems, especially when too many individuals or institutions engage in this type of investing….
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.