Investment Outlook August 2016

As we enter August the market seems unfriendly and difficult to predict. Although we cannot (and will not) predict future price action, we do know that U.S. elections tend to favour markets so we would try to participate in this market early on. With our strategies having allocations to defensive assets (gold, domestic and foreign bonds) as well as growth assets, we can participate in the current market and let the strategies pick out the winners and balance out excessive downside risk. Our favourite strategies this month are UIS, the BUG, BRS and GLD-USD as a diversifier.

QuantTrader now available for licensing.

QuantTrader is our proprietary software that we use to run and test our strategies. It was originally developed by Frank Grossmann for his own personal use. It is an intuitive tool meant for professional traders, advisers and wealth managers. Although built in pure C++ it has a very simple interface suitable for client viewing. It runs all Logical-Invest strategies and can provide strategy signals on demand. More advanced users can easily tweak strategies by adjusting parameters as well as using their own lists of stocks/ETFs. Users can also create a strategy to allocate across LI strategies by treating our strategies as ETF themselves. 

Logical Invest, July 30, 2016

Strategy performance overview:

Logical Invest strategy performance July 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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