If you have been looking at the market lately, you might be feeling a bit of vertigo. We see major indices sitting near record highs, and the financial media is constantly warning about an impending correction. At the same time, nobody wants to miss out on the action if the rally decides to keep running.
It is an exhausting way to invest.
Market Context
June Macro Recap
The Energy Friction: The Strait of Hormuz remains a primary geopolitical focus. Following volatile blockades, a fragile ceasefire saw shipping experience a tentative, gradual rebound in mid-June, though supply chain risks and fuel costs stay elevated.
Central Banks Hold Steady: Driven by these persistent energy pressures, the Federal Reserve kept its target rate steady at 3.50% to 3.75% during its June meeting to combat a sticky 4.2% headline inflation print.
Equities Climb the Wall of Worry: Massive structural capital expenditure into artificial intelligence, semiconductors, and data centers continues to act as a powerful buffer, keeping major equity indices near all-time highs despite restrictive interest rates.
June 2026 Performance
Strategy Results & YTD Standings
This month’s winners were the tech-exposed Nasdaq 100 Strategy (+7.9%) and the volatility-harvesting Maximum Yield Strategy (+5.2%). Notably, our stable Top 3 Strategy returned an impressive 4.1% by capitalizing on Nasdaq 100 and Dow 3 sub-strategies while retaining protective cash-like exposure via GSY.
Strategy | June | YTD |
|---|---|---|
── Top Performers | ||
+7.9% | +9.3% | |
+5.2% | +9.7% | |
+4.1% | +9.5% | |
+4.0% | +17.6% | |
── Rotation & Risk-Managed | ||
+2.0% | +4.3% | |
+1.8% | +6.1% | |
+1.0% | +2.2% | |
+0.4% | +6.5% | |
+0.4% | +7.7% | |
+0.3% | +7.0% | |
0.0% | +7.2% | |
── Conservative, Hedge & Bond | ||
-0.1% | +8.7% | |
-0.1% | +8.2% | |
-0.1% | +4.0% | |
-0.1% | +9.9% | |
-0.3% | +10.3% | |
-0.3% | +4.8% | |
-0.4% | +10.3% | |
-0.7% | +5.2% | |
-0.7% | +7.2% | |
-1.3% | +3.4% | |
-1.4% | +9.8% | |
── Watch | ||
-2.2% | -25.2% |
Performance based on signals issued by Logical Invest. Slippage and fees are not included.
At Logical Invest, we don’t try to guess what the market will do tomorrow. Frankly, we don’t know, and we don’t think anyone else does either. Our whole philosophy is built on replacing these stressful human predictions with simple, rules-based mechanics. When you take the emotion out of the execution, the anxiety goes away with it.
The big question everyone asks: “Is the market going to crash in July?”
Our answer is always the same: We don’t know. The goal of rules-based investing isn’t to be right about the future; it’s to have a mechanical plan for when the future inevitably surprises us. If you are tired of guessing the tops and bottoms, let the rules do the heavy lifting for you.
Stay disciplined, stick to your strategy configurations, and enjoy your summer.
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