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
Younger Investors
Younger people in their 20s are in a unique position when it comes to investing, as they typically have a longer investment time horizon ahead of them. This extended timeframe offers a valuable opportunity to pursue more aggressive investment strategies that can potentially yield higher returns over the long term. One of the most effective…
Forget About The FED, Bottoms UP!
Waiting for the next announcement from the Federal Reserve (Fed) and attempting to time the market based on macroeconomic events can be a precarious strategy, particularly for long-term investors. This top-down approach, centered on predicting broad economic trends and interest rate movements, introduces a level of uncertainty and complexity that may not align with the…
Investing Goes Beyond The Speculation Game
At the heart of financial markets, there exists a crucial distinction between investing and speculating, a dichotomy that has significant implications for individual and institutional participants. The delineation between these two approaches becomes particularly pertinent in the context of the gamification of the investment process, a phenomenon that poses risks to market stability and investor…
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.