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
To Diversify or Not. That is the Question
Why the anger? Some people like focus while others do not. So, what exactly are the arguments for heavy diversification versus concentrated portfolios. To paraphrase two well-known investors – anybody who diversifies an investment portfolio must be an idiot or a moron. These statements can be attributed to billionaire entrepreneur and television personality, Mark Cuban…
Never Go Broke, It Is Easy to Self-Annuitize
Whether you are super wealthy or just the average retiree, you might be concerned about outliving your current income or preserving your wealth. To avoid outliving your current retirement income, you first need to determine how much of your nest egg you need to invest to generate the amount of income you need over your…
An Investment Tug-of-War: What Is Best and What You Can Tolerate
Investors want both low volatility and the highest possible returns. Unfortunately, that option is not always available but not because there are no strategies but because of investor temperament. Choosing an investment strategy that is suitable for an individual investor is not as easy as it seems. Whether an investor manages his or her own…
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.