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
Want to Use AI to Replicate the Investment Styles of Legendary Investors, Not Likely?
AI’s inability to construct winning investment strategies solely based on the investment styles of legendary investors like Warren Buffett, Peter Lynch, or Jim Simons stems from a variety of reasons that extend beyond quantitative analysis. While AI has made significant strides in finance and investing, there are inherent limitations that prevent it from replicating the…
Chasing Investment Returns, Stop Wasting Your Time
With the NASDAQ and the S&P 500 off to great starts this year, jumping from one investment strategy to another in pursuit of higher returns can be detrimental to long-term investment performance. While it may seem tempting to chase the latest fads or attempt to time the market, such behavior often leads to suboptimal outcomes….
Seizing Stock Market Opportunities Amid Dormant Institutional Cash
In the fast-paced and ever-changing world of stock market investments, retail investors can often find themselves presented with unique opportunities when large amounts of institutional cash remain uninvested, waiting on the sidelines. Despite their relatively smaller capital compared to institutional players, individual investors possess several advantages that allow them to capitalize on these stock market…
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.