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
From Alternative Investments to An Open Mind
Whether young and wealthy or older and wealthy, your goals regarding investing your money are the same. In fact, all investors would prefer investments that are stable and go up more than down with upside potential and returns exceeding those of the market averages. According to a study by Bank of America Private Bank, 75…
Trust Your Asset Allocation
One of the best ways to develop trust in something is to be familiar with its history. As an investor, if you do not have a historical perspective of your asset allocation strategy then you will probably lose sleep worrying about your investment portfolio. Unfortunately, whether you are a retail or professional investor, being constantly…
Remain Calm, it is Not That Bad
It certainly seems like the sky is falling but it is not the first time, and it will not be the last time that you have this feeling. The crypto market is in chaos, the yield curve is inverted, all major stock market indices are down for the year, but the holiday season is fast…
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.