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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 Long-Short US Sector Rotation Strategy
The following paper will explain how to build a U.S. sector rotation strategy which allocates dynamically between 4 different long US sector rotation strategies and one short US sector rotation strategy.
Logical Invest Investment Outlook - April 2017
For the second time in three months, the Federal Reserve increased its benchmark interest rate a quarter point taking the overnight funds rate to a target range of 0.75 percent to 1 percent.
Strategies For Trading Inverse Volatility
If you trade inverse volatility, which means going short VIX, you play the role of an insurer who sells worried investors an insurance policy to protect them from falling stock markets.
One Approach To Rational Retirement Plan Investment Allocations
The universe of options for a conservative retiree who would like performance as well as low risk in a simple, low-cost, stand-alone investment has proven difficult to find.
Logical Invest Investment Outlook - January 2017
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 globe. We move forward into 2017 with uncertainty.
Portfolio Builder Update January 2017 – Markowitz Modern Portfolio Theory
We use past returns, volatilities and co-variances to determine an optimum fixed-weight allocation among our different strategies: either to Maximize the Sharpe Ratio (Risk/Return), target a comfortable volatility level or limit historical drawdown.
Enhancement Of The Treasury Hedge In Our Strategies
With rising rates and inflation, long term treasuries lose a part of their value as a safe haven asset. Their hedging value depends mainly on the speed interest rates go up.
Investment Outlook - November 2016
Recent surveys show that fund managers have increased cash positions while outflows from equity funds are at historically high levels. From a contrarian point of view this could be considered market positive.
Investment Outlook - October 2016
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.
Investment Outlook August 2016
Sentiment across mainstream media remains cautious despite the S&P500 index breaking to a new all time high, on July 8th. Many investors continue to perceive both the S&P and Treasuries as overpriced and due for a correction.
Logical Invest Investment Outlook - July 2016
The big event for June was the British E.U. membership referendum. Contrary to widespread expectations, Britain’s vote was in favour of leaving the Eurozone.
Logical Investment Outlook - May 2016
This past month we have seen a rising bullish sentiment towards emerging markets and commodities. The industry is looking at year-to-date returns of 56% for Peru, 47% for Brazil and above 20% for S. Africa, Russia, and Turkey.
Logical Investment Outlook - April 2016
March has been a very busy month for central bankers. Nine of them moved to further cut interest rates. Negative interest rate policy (NIRP) is now a reality in Japan, the E.U., Switzerland, Denmark and Sweden.
Investment Outlook For March 2016
February was another high volatility month, however it now looks like the world markets are slowly recovering.
Investment Outlook For February 2016
Equities sold off aggressively in the beginning of the year making this January one of the worst of the last 20 years. The market managed to start a small rebound in the last few days leaving traders pondering if this is the start of a bear market.
Investment Outlook For January 2016
With 2015 behind us, now ends one of the most challenging investing years. Assets like precious metals, bonds and commodities gave negative returns. For the past 20 years we always had at least one asset group going up considerably (10% or more).
49 to 64 of 81 Posts