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Intelligent, rule-based portfolio strategies for investors
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Remove uncertainty about your investment strategy decisions and get superior returns with greater safety. Our quantitative portfolio strategies are delivered as a few simple ETF trades per year that you easily place in your own brokerage accounts. We offer easy-to-implement strategies for retail ...more

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The Newsletter For April 2024
As we transition through the fourth year of this decade, it is time to evaluate the validity of certain long-term hypotheses. One hypothesis suggests that we have transitioned from a low-rate environment to a long-term inflationary phase.
The Logical-Invest Newsletter For March 2024
The recent surge in the stock market, with the S&P 500 reaching new highs, might leave you hesitant to invest.
The Logical-Invest Newsletter For February 2024
Most strategies were positive for the month except the riskier strategies that suffered from exposure to safe havens as treasuries and gold corrected.
The Newsletter For January 2024
2023 turned out to be a fantastic year for our investors. Here is a brief look at some of our strategies that performed well over the past year.
Newsletter For December 2023
December is considered a seasonally strong month. It remains to be seen if December can add further strength to a market that just experienced a 9% burst.
Newsletter For November 2023
The attack on Israel on Oct. 7 and its subsequent response have heightened geopolitical tensions in the Middle East. In this context, gold has found its purpose as a safe-haven asset, rising 7.4% in October and threatening to breach the $2,000 mark.
Newsletter For September 2023
August historically presents challenges for the S&P 500, so a slight correction is in line with seasonal tendencies. Keep in mind that September is seasonally a weak month, so keep an eye out for possible continued correction or side-action.
The Logical-Invest Newsletter For August 2023
The Federal Reserve paused rate hikes last month, creating expectations of a possible plateau in tightening policy.
The Logical-Invest Newsletter For July 2023
At the beginning of 2023, there was a prevailing sense of negativity as both the S&P 500 and bonds experienced significant double-digit losses
April Strategy Review
As we enter a seasonally sluggish period for equities it may be best to stay in the markets but use our hedged strategies to gain exposure to alternative assets.
Performance Update Newsletter For April 2023
Although March was marred by news of failing banks, the threat of regional bank runs, and predictions of hyperinflation, the numbers reveal a different story. Despite concerns, March was a month of significant investment growth in financial markets.
The Logical-Invest Newsletter For March 2023
After an excellent start in January 2023, February was a corrective month for most asset classes.
January 2023 Thoughts
As we head into 2023, most investors have a conscious (or unconscious) understanding that things have changed. We are not in the same market environment we have been investing in for the past 13 years.
Performance Update Newsletter For November 2022
November ended on a good note as the S&P 500 added 3% on Wednesday, closing the month at +5.4%. The 30-Year Treasury ETF (TLT) rose an impressive +6.7%. Gold was up 8.1%.
October Report - Navingating Through Uncharted Economic Waters
We are navigating through an unknown economic environment. Economists are trying to compare today's macro trends to those of the late 60’s, early 70’s. The truth is they don’t know the outcome, as today’s labor markets are different from the past.
The Logical-Invest Newsletter For August 2022
For July, the Federal Reserve raised interest rates by another 75 basis points, taking the fed funds rate to 2.25%–2.50%. A few days before this, the ECB hiked rates by 0.5%, lifting them from the previous -0.5%.
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