Portfolio Builder, Backtesting & Optimization │ Sector Rotation strategies

What we do

Logical invest is a pioneer in building transparent, rules-based investment strategies that you can trade in your own account, including 401k and IRAs. The strategies allow investors to participate intelligently in core assets like Equities, Bonds, Gold and Volatility Harvesting.

What we stand for

Hedging

Our strategies include adaptive hedging mechanisms to protect you from large market corrections.

Transparency

The strategies are thoroughly back-tested and publicly documented so that both advisors and investors have a good understanding of “what is inside the box”.

Customization

You can combine and allocate across strategies to create your own unique portfolio.

Take control of your retirement account

Whether you have a 401k, an IRA, a Roth IRA or SEP IRA or just a taxable account, we give you the tools to manage them using simple, cost-efficient and proven strategies. You will minimize discretionary decisions and difficult dilemmas, which can tire an investor. You are here for the long run. We can help you stay the course. There is no commitment, no fund transfers. Just register with an email. You can cancel any time.

Our solutions for your Investment needs

Signals service

Intelligent Portfolios to trade on your own account whenever you prefer.

QuantTrader

Our desktop software helps you create custom strategies and multi-strategy portfolios for you or your clients.
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Managed Accounts

1 Account, all our Quantitative Strategies. Managed by The Estate Planners Group, powered by Logical-Invest.
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Our Top Strategies & Portfolios

Name	CAGR 5y ▼	Volatility 5y	Sharpe 5y	Max DD 5y
NASDAQ 100 Strategy	27.6%	16.7%	1.5	-14.0%
Leveraged Universal Investment Strategy	26.5%	23.0%	1.0	-38.3%
Maximum Yield Strategy	26.1%	21.0%	1.1	-27.6%
Max Drawdown less than 15%	25.7%	14.0%	1.7	-11.5%
Aggressive Risk Portfolio	23.6%	13.0%	1.6	-11.2%
Volatility less than 15%	23.2%	12.5%	1.7	-9.9%
Max Drawdown less than 10%	21.1%	10.9%	1.7	-8.1%
Top 3 Strategies	18.6%	10.3%	1.6	-10.7%
Moderate Risk Portfolio	18.5%	9.9%	1.6	-9.1%
Max Sharpe Portfolio	16.0%	8.1%	1.7	-6.4%
Volatility less than 10%	16.0%	8.1%	1.7	-6.4%
Invesco QQQ Trust (Bench)	15.1%	17.2%	0.7	-22.8%
Dow 30 Strategy	12.7%	8.7%	1.2	-12.7%
Global Market Rotation Strategy	12.5%	7.1%	1.4	-6.5%
Conservative Risk Portfolio	12.3%	6.4%	1.5	-6.2%