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
Striking the Right Balance, Don’t Over Diversify
Maintaining a well-balanced investment portfolio is crucial for achieving sustainable returns over time, and Warren Buffett’s insights on overdiversification highlight the potential pitfalls of holding too many stocks within a portfolio. While diversification is a prudent strategy to manage risk, excessively spreading investments across a multitude of stocks can lead to lower returns and reduced…
Manage Your Risks for Higher Returns
A well-structured and comprehensive risk management program plays a pivotal role in enhancing investment returns over the long term by effectively mitigating potential threats and capitalizing on lucrative opportunities. Such a program provides investors with a systematic framework to assess, monitor, and address risks inherent in their investment portfolio, ensuring that potential losses are minimized…
Follow the News, Stay Informed, Beware of the Pundits
Relying heavily on financial pundits’ predictions of the markets can lead to lower investment returns due to several key factors. While these experts often provide insights and analysis based on their expertise, their predictions are not infallible, and investors should be cautious about blindly following their recommendations. Firstly, financial pundits’ predictions are inherently speculative…
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.