Portfolio Builder, Backtesting & Optimization │ Sector Rotation strategies

What we do

Logical Invest is a pioneer in providing transparent, rules-based investment strategies that investors trade in their own accounts, including 401k and IRAs. Our proprietary algorithms combine diverse asset classes including equities, bonds, gold and volatility into smart strategies that maximize risk-adjusted returns.

Our Top Strategies & Portfolios

Name	Return 1y ▼	Volatility 1y	Sharpe 1y	Max DD 1y
US Market Strategy 2x Leverage	42.0%	31.7%	1.2	-25.8%
NASDAQ 100 Strategy	20.4%	20.6%	0.9	-21.1%
Volatility less than 15%	18.5%	22.0%	0.7	-20.6%
Universal Investment Strategy 3x Leverage	17.0%	43.1%	0.3	-40.7%
Top 3 Strategies	15.0%	14.0%	0.9	-14.3%
Aggressive Risk Portfolio	14.5%	16.2%	0.7	-17.5%
US Market Strategy	14.4%	15.6%	0.8	-15.3%
BUG Permanent Portfolio Strategy	9.5%	13.0%	0.5	-18.6%
Global Market Rotation Strategy	9.4%	18.8%	0.4	-20.7%
Gold-Currency Strategy II	8.7%	17.0%	0.4	-12.5%
Volatility less than 10%	8.5%	13.0%	0.5	-14.0%
Max Drawdown less than 15%	8.3%	14.9%	0.4	-14.4%
Universal Investment Strategy 2x Leverage	8.2%	27.3%	0.2	-26.9%
Universal Investment Strategy	7.7%	15.3%	0.3	-16.9%
Max Sharpe Portfolio	7.6%	12.0%	0.4	-16.0%

Performance data is hypothetical, does not account for slippage, fees or taxes, and is based on backtesting, which has many inherent limitations, some of which are described in our Terms of Use.

What we stand for

Hedging

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

Transparency

Our strategies are thoroughly back-tested and publicly documented so investors understand 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, a SEP IRA or a taxable account, we give you the tools to design your investment portfolio using simple, cost-effective and proven strategies. You are in it for the long run and we can help you stay the course, avoiding emotional decision making and constant second guessing. There is no commitment, no fund transfers. Just register with your email address for a free trial.

Prefer a Managed Solution?

If you prefer a hands-off approach, we partner with The Estate Planners Group to provide fully managed accounts based on our powerful investment strategies. Learn more