Logical Invest Investment Outlook - January 2017

Our Portfolio Builder tool gave many of our clients the opportunity to build multi-strategy portfolios using pre-set optimization targets, including minimum volatility and maximum sharpe with drawdown restrictions. Alex discusses how these portfolios would have performed on his latest article.

We also created online versions of our online portfolio tool as well as a consolidated signals tool to facilitate our existing subscribers.

Finally we decided to make our proprietary software, QUANTtrader, available to non-professional traders and smaller advisors. QUANTtrader is a sophisticated tool that can customize, combine existing or create brand new strategies.

For 2017, we know better than to publish predictions or political and financial analyses. Suffice to say that we are aware of the major geopolitical changes and the large forces sweeping through the U.S., Europe, Asia and the Middle East. We are moving forward into 2017 with uncertainty and keen interest on what the future holds. We cannot control it.

What we can do, is control and protect our portfolios. 

We enter 2017 armed with solid models providing sophisticated exposure to both aggressive and defensive assets: Equity (NASDAQ100 strategy), foreign equity (World-Top4, GMRS), bonds (Bond Rotation Strategy), gold (Gold-USD strategy) and volatility (Maximum Yield Strategy).

And combinations of the above.

Strategy performance overview:

Visit our site for daily updated performance tables.

Logical Invest Performance 2016

Logical Invest Performance 2016


BRS – Bond Rotation Strategy
BUGST – A conservative Permanent Portfolio Strategy
BUGLEV – A leveraged Permanent Portfolio Strategy
GMRS – Global Market Rotation Strategy
GMRSE – Global Market Rotation Strategy Enhanced
GSRLV – Global Sector Rotation low volatility
NASDAQ100 – Nasdaq 100 strategy
WORLD-TOP4 – The Top 4 World Country Strategy
UIS – Universal Investment Strategy
UIS-SPXL-TMF – 3x leveraged Universal Investment Strategy
AGG – iShares Core Total US Bond (4-5yr)
SPY – SPDR S&P 500 Index
TLT – iShares Barclays Long-Term Trsry (15-18yr)

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