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
Are You Obsessed with the Sharpe Ratio?
The Sharpe Ratio is essentially a measure of risk adjusted return which measures investment return per unit of risk. Presumably, the higher the Sharpe Ratio the better. Many quantitative investment firms require potential portfolio managers (PMs) to be able to demonstrate their ability to build investment portfolios with Sharpe Ratios exceeding a certain value. Again,…
Who Should You Trust? Trust The Data
As investors read the daily financial news and listen to their favorite investment gurus on television or the internet, who should they trust? All can agree that the stock market has risen over time at an average rate of about 10% per year and that likely will continue over the long term. Unfortunately, many investors…
Is it Really Your Financial Adviser?
If you have a financial adviser, then you probably have a way of determining if your adviser is a good fit or not. Usually, investment track-record and trust are two of the biggest factors when it comes to determining whether or not you are happy with your adviser. Being a financial adviser is essentially 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.