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Latest Posts
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The “US Market Strategy” Or How To Invest Using A Crash-hedged Strategy.
There is no better moment to manifest the value of a hedged and diversified investment strategy than now, during this difficult crisis. Logical-Invest has been developing hedged investment strategies for years with the goal of minimizing risk.
The New Always Hedged Bond Rotation Investment Strategy Backtests
You see that the crash happened in between two re-balancing’s. As we have been in a 100% bull market scenario in February, the March strategy allocation was 60% Emerging market bonds and 40% Convertible bonds. Both are equity like bonds.
Use Market Volatility To Save Your Portfolio
Many investors are liquidating their portfolios with huge losses. They sell all asset classes from equity to Treasuries and gold. I will explain a better strategy to cut losses.
The Coronavirus Market Crash – Lessons Learned
At the start of the year, before the CORVID-19 outbreak was known, we updated our strategies to better withstand a possible bear market.
The Logical-Invest Newsletter For March 2020
The last day of the month there was a large move down in gold, which together with a slight up move in the S&P 500, may signal expectations that the Fed will intervene to support the markets.
S&P 500 Powers To New Record
For the third time in three months, the Federal Reserve lowered its key interest rate by a quarter percentage point. Stocks advanced in the wake of the Fed’s policy decision, with the S&P 500 index hitting a record of $3,046.
The Retreat Of The Safe Heavens
September proved to be a mean-reverting month for Treasuries and Gold. Following last month’s +11% and+8% moves respectively, Treasuries corrected by -2.6% while Gold retreated -3.3%.
Beyond Tariffs: Tech Cold War And Hardplay?
There was a new escalation to the US-China relations that crosses beyond tariffs which one may argue is a negotiating tactic or a populist political card. Plus an update on European Elections, Bitcoin, dececntralized finance, and more.
Recovery Priced In
We are now in a situation where the S&P500 has completely reversed last year’s correction and has a year-to-date performance of +18 %. The question is, can the index continue higher?
Thank You. Fed (Again)
Federal Reserve announced that it will leave its benchmark rate unchanged at 2.25% to 2.50%, also indicating that no rate hikes would be likely this year. This is a substantial change in stance.
Inverse Volatility Trading – A Smart Investment Strategy For Income
Since 2011, trading inverse volatility has been the one of the most rewarding investment strategy in the markets with annual returns well above 30%, depending on the instruments used.
Enhancing Harry Browne’s Permanent Portfolio Strategy Using ETFs And Monthly Rebalancing
Harry Browne called it the Permanent Portfolio because he believed that once an investor sets it up, they never have to re-arrange the allocations even if the outlook of the markets change.
How To Create A Hedge Strategy In Times Of Market Troubles
In this article I would like to explain how to create a hedge strategy for an equity position, so that draw-downs, like the current one (December 2018), are minimized.
Logical Invest Investment Outlook - July 2018
General investor sentiment is quite bearish. The most recent AAII Investor Sentiment survey shows only 28% of investors believe the markets will do well in the next 6 months, while 40% are bearish and 30% are neutral.
ZIV/MYRS – How To Go On After The Crash
This VIX Future spread price of -1.30$ is a very rare occasion. Normally the curve is in contango which means that the further out a VIX future is, the more expensive it is.
Logical Invest Investment Outlook - August 2017
The VIX index hit a record low on July 26th, falling temporarily to 8.84, a level last seen back in 1993. Moreover the index stayed under the 10 level for 10 consecutive days showing persistence.
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