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.

Our Top Strategies & Portfolios

Name	Return YTD ▼	Volatility YTD	Sharpe YTD	Max DD YTD
US Market Strategy 2x Leverage	48.7%	33.9%	2.0	-25.8%
Universal Investment Strategy 3x Leverage	36.1%	47.3%	1.0	-40.7%
Volatility less than 15%	28.1%	23.6%	1.6	-20.6%
Universal Investment Strategy 2x Leverage	20.1%	29.6%	0.9	-26.9%
Max Drawdown less than 15%	18.1%	16.3%	1.4	-14.4%
Volatility less than 10%	14.7%	14.3%	1.2	-14.0%
US Market Strategy	12.9%	17.5%	0.9	-15.3%
Max Sharpe Portfolio	11.4%	13.2%	1.0	-16.0%
Leveraged Gold-Currency Strategy	10.5%	14.1%	0.8	-9.5%
Enhanced Permanent Portfolio Strategy	9.6%	14.7%	0.7	-17.4%

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.