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
The Power of Patience: How Investoristics’ 3- and 4-Factor Strategies Exploit Short-Term Noise to Create Long-Term Alpha
In today’s financial markets, investors are bombarded with endless streams of information: breaking news alerts, quarterly forecasts, analyst opinions, central bank speculation, and social media chatter. Each day presents a new “urgent” narrative that shifts investor sentiment in real time. This constant roller coaster of fear and greed does not only capture headlines—it also drives…
Concentrate to Compound: Why Strategic Focus Outperforms Diversification
In investing, diversification is often referred to as “the only free lunch.” But what if we told you that too much diversification can be the very thing that holds back your performance? What if strategic concentration — not only in stock selection but also in the selection of strategies — is the key to consistent,…
What Does The Future Hold, Better Returns?
What Future Returns Can You Reasonably Expect from the Investoristics Strategy? At Investoristics, we’ve spent decades refining a disciplined, quantitative investment process that consistently identifies fundamentally strong, undervalued, and fast-growing businesses within the S&P 500. Our model is built on a proprietary application of value, growth, and quality factors—combined with disciplined position sizing and a…
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.