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
An Inverted Yield Curve, is It the Kiss of Death?
An inverted yield curve, high inflation, and a strong economy – this is a combination of factors that has historically been associated with the onset of an economic recession. In 2023, as these indicators continue to emerge, economic experts and analysts are keeping a close watch to see if there is a looming recession in…
In Turbulent Times, Don’t Proceed with Caution?
Investing during turbulent economic times can be a daunting prospect for many people. The natural instinct of many investors is to withdraw their investments from the stock market during a downturn, hoping to avoid losses. However, history has shown that investing during market downturns can lead to higher returns over the long term. Investing during…
The Current Market Environment, What Can You Do?
Investing in the market is a difficult task, and it becomes even more challenging when the market is experiencing a downturn with unique and puzzling features. As investors encounter statements like, “Every market downturn is different, and the current one has some unique and puzzling features” this highlights the challenges that investors face in such…
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.