Investment Outlook - October 2016

Our top year-to-date strategies:

SPY, the S&P500 ETF, returned 7.74%, year-to-date.

Market comment:

Following a quiet summer, volatility has increased this past month. It was first introduced in the bond market as participants became concerned about an upcoming rate hike as well as the effectiveness of central bank policy. This was reflected in a sudden 4% drop in the 20-year Treasury ETF (TLT ) during the first few days of September. The SP500 (SPY) also had it’s first 3% sharp correction since July. Both these ETFs have since recovered but uncertainty has remained due to upcoming U.S. elections, world politics as well as the deterioration of Europe’s most prestigious bank.

Most of our strategies remained flat for the month although some experienced a correction during the first week. The Nasdaq100 was the best performer with a 3.39% return followed by GMRS at 2.52%. Our worst performer was the aggressive 3x UIS losing 1.88% for the month.

We wish you a healthy and profitable October.

Logical Invest, October 1, 2016

Strategy performance overview (Visit our site for daily updated performance tables.)

Logical Invest performance October 2016

Logical Invest performance October 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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