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
Too Much Bearish Talk Awakens the Bulls
If you were to Google “Market Predictions for 2023” most of the findings would suggest that the 2023 stock market is in for a rough ride. However, there are pundits who would argue that markets are due for an increase in value. However, negative market sentiment seems to dominate when it comes to predictions about…
What to Do After a Disastrous 2022
First, don’t panic and look on the bright side. Secondly, tune out all of the financial pundits and stick to your investment strategy. Third, have the proper historical perspective. Remember, investing is not just about financial concepts, mathematics, and statistics, but rather having the right temperament to avoid the emotional traps of fear and greed….
After Those Midterm Elections
History has a way of repeating itself and in this case the historical data could provide some comfort for investors with money invested in the S&P 500 or other equity-based indices. Calendar years following midterm elections have yielded some insightful information. Since 1935, the year after the midterm election in 1934, the S&P 500 has…
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.