Investment portfolios made simple
Logical Invest – Rule-based and transparent investment strategies
Our TOP 3 strategies average performance for 2017
Our TOP 3 strategies average performance for 2016
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.
MULTIPLE STRATEGIES IN ONE PORTFOLIO
Standard portfolios hold stocks and bonds. Sophisticated ones can hold Gold, Commodities, Foreign Bonds even Volatility. We go one step further. Our portfolios allocate to dynamic, adaptive Strategies. It is as if you were invested into multiple hedge funds. And yet it simple to trade and extremely cheap.
Portfolio allocation by Strategy
Portfolio allocation by by ETF/Stock
TAKE CONTROL OF YOUR RETIREMENT ACCOUNT(s)
Whether you have a 401(k), 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.
Get a Free Account
STRATEGIES + CHARTS + FREE PORTFOLIO & ETF TOOLS + FORUM
With a free subscription:
- Create and save a personal Portfolio.
- Unlimited Access to our US Sector Strategy, Regular & Enhanced Permanent Portfolio
- Use the Portfolio Builder to combine ETFs and test historical performance.
- Chart major ETFs and get statistics like Sharpe, Sortino ratio, Max Drawdown.
- Receive our monthly Market Outlook newsletter.
- Participate in our open forums, ask questions, share ideas and learn about strategies and investing.
You also receive a 1-month Free-Trial Subscription:
- Access current allocations to all our Strategies and CORE portfolios.
- Build, test and optimize a portfolio using any combination of Strategies.
- Access current allocations for your custom Portfolio.
- Download and login credentials for our QuantTrader strategy development software.
OUR SOLUTIONS FOR YOUR ETF INVESTMENT STRATEGY
OUR SIGNALS SERVICE
Subscribe to one or more strategies and receive monthly allocation recommendations.
QUANTtrader Software – No coding required
Advanced users and professionals can tap into the power of our software and customize all aspects of our strategies, backtest variations and issue their own signals any time in the month.
Run multiple Logical-Invest strategies under one Interactive Brokers account and have it managed for you by The Estate Planners Group. Starting at 0.79%, our fee included.
Not a U.S. resident? Contact us here.
All our solutions include a 60 days money back guarantee, no questions asked.
- Blend our free strategies & ETFs into a portfolio
- Subcribe to one of our multi-strategy CORE portfolios
- Subscribe to all our strategies and customize your portfolio
- Our Desktop software for advanced users
- For RIA’s /Managers/ Institutional use, Fee based on AUM
- Let a professional trade your LI portfolio
ETF Investment Strategy, Hedging and Quantitative Analysis
THE LOGICAL-INVEST MARKET OUTLOOK
Subscribe to our Monthly Outlook Newsletter and receive investment strategy news, extensive up-to-date performance figures as well as our latest view on the markets.
We take pride in being a small diverse team with very different backrounds. What we do share is a passion for logical, rules-based investing.