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Intelligent, rule-based portfolio strategies for investors
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Remove uncertainty about your investment strategy decisions and get superior returns with greater safety. Our quantitative portfolio strategies are delivered as a few simple ETF trades per year that you easily place in your own brokerage accounts. We offer easy-to-implement strategies for retail ...more

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The Logical-Invest Newsletter For July 2022
The S&P 500 has plunged more than 20% since the January high and that puts us officially in bear territory.
The Logical-Invest Newsletter For June 2022
This has been a tough year as most portfolios suffered losses. Now is a good time to stick to rules and protect capital while being able to participate in any rebound.
The Logical-Invest Newsletter For May 2022
The SP500 fell -8.8% in April, down -13% year to date (YTD).
The Logical-Invest Newsletter For April 2022
Most of our strategies were positive as the market rebounded from last month’s selloff. Let's take a closer look at how our portfolio performed.
The Logical-Invest Newsletter For March 2022
Just as we were hoping the COVID pandemic is finally past us and we can return to some degree of normalcy, war breaks out in Europe. Russia invades Ukraine and the world as we know it changes.
The Stick And Carrot Portfolio - February 2022
Another argument against cash is inflation. Long-term, cash will bleed out purchasing power.
The Logical-Invest Newsletter For January 2022
One thing has been clear this past year: The Fed and other central banks are finally “forced” to consider raising rates.
The Logical-invest Newsletter For November 2021: Everything Is Green Again
October was an exceptional month for our strategies. Our newest and most aggressive one returned an exceptional 45% for the month. Let's take a look at how we did.
The Logical-Invest Newsletter For October 2021: Assets Drop In Unison
September was one of those months where all asset classes came out negative regardless of what they represent. The S&P 500 fell by -4.7%, the long-term Treasury ETF (TLT) lost -2.9%, and gold dropped by -3.2%.
The Logical-Invest Newsletter For July 2021: Inflation And Policy
June was a positive month for equities, seeing moderate gains in the S&P 500 and emerging markets while the Nasdaq rose by 6.3%. Suffice to say, we are at all-time highs as the U.S. indexes ride on waves of positive COVID-19 recovery.
Trading Cryptocurrencies Bitcoin And Ethereum On A Traditional Brokerage
As we are prepping to publish models based on Bitcoin and Ethereum cryptocurrency assets, we are publishing preliminary research on trading assets that track Bitcoin and Ethereum on traditional U.S. based exchanges.
Industrials, Steel And Dow Up. Safe Assets Down
March proved to be a good month for U.S. equities especially for the steel ETF (SLX +14%), the utilities sector (XLU +10.6%), industrials (XLI +9%) and the Dow stocks (DIA: +6.9%).
The Logical-Invest Newsletter For March 2021: Coming Inflation?
From the early 1960’s to late 70’s, the super-trend for yields was to increase, reflecting inflationary pressures. For the past 40 years, from the 80’s to today, the trend has headed towards lower yields.
Election Volatility Drives Negative Losses As Month Closes
October turned out to be a volatile month that ended up negative for most assets classes: The U.S. market lost -2.5%, gold -0.5%, Treasuries -3.4% while the U.S. dollar was flat.
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.
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