Simple Solutions to Complex Problems
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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
Beyond the Benchmark: Why Chasing Perfection Can Hinder Your Investment Journey
In the world of investing, benchmarks like the S&P 500 are a double-edged sword. While they offer a valuable reference point to gauge your portfolio’s performance against the broader market, getting fixated on constantly chasing the benchmark’s every move can be detrimental to your long-term investment strategy. Here’s why: The allure of chasing perfection in…
Sticking to the Course: Why Investors Should Stay Calm Amidst Global Turmoil
The world of finance thrives on stability and predictability. However, global conflicts and geopolitical crises can introduce significant volatility, testing the resolve of even the most seasoned investor. While the urge to adjust your investment strategy in response to these events might be strong, history teaches us that a calmer approach, one focused on long-term…
The Mirage of Momentum: Why Chasing Short-Term Results Can Derail Investment Strategies
The allure of quick wins and the fear of missing out can be powerful forces in the investment world. However, a common and potentially damaging pitfall lies in extrapolating near-term investment results into the future. This essentially means assuming that recent positive (or negative) performance will continue indefinitely. While it might seem logical to chase…
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.