Getting Started.

Our tool set offers varying degrees of analytical granularity to the user.

I. Pick a CORE portfolio.
II. Customize the CORE portfolio.
III. Create a custom Portfolio from scratch.
IV. Create a custom Portfolio using the Optimizer

I. Select a CORE strategy and assign it to My Portfolio.

First, our approach is to offer you 3 simple, “no-fuss” Core Portfolios preconfigured and optimized by Logical Invest. Each portfolio comprises fixed percentages of some set of our individual strategies, consistent with the degree of risk associated with each portfolio’s label.

While these strategy percentages generally remain fixed within the portfolio, each strategy’s ETF and stock holdings will vary over time, and your portfolio holdings will update monthly.

New users automatically get assigned to a CORE portfolio to get them started.

If you want to change your Core Strategy or do not have a portfolio yet under “My Strategy”, then:

Investment portfolio - Retirement portfolio
On the side menu, click on Core Portfolios.
Pick the appropriate strategy and hit Select it "Set as My Portfolio".

Once you are done, go to “My Portfolio”. Scroll down to see current allocations. You can choose to see which strategies are being used and how much the portfolio is allocating to each strategy by clicking the ‘By Strategy’ button. To see detailed the ETFs/Stocks held by your portfolio, input an investment amount and choose ‘By Stock/ETF’.
Asset allocation - Sector rotation portfolio
You can then see in detail all the amount of stocks/ETFs held by the virtual portfolio. You can now go to your online broker and mirror the allocations to your account. The allocations will change monthly at the first day of the month.

You can stop here if you want. Just check back in the start of the month to get the new allocations.

II. Customize the CORE portfolio.

If you wish to look further "under the hood and use our additional tools furnished with your LI subscription, we highly recommend you go under Strategies and read the descriptions to familiarize yourself with the logic of each.

After you have set a CORE portfolio as ‘My Portfolio’ go to the My Portfolio page. On the upper right corner press the small button that looks like a pencil. This will let you edit the portfolio.

Portfolio Builder - asset allocation
A popup will appear. In our example Maximum Yield strategy is part of the portfolio. We will remove it and add the Bond Rotation strategy instead.

Click on ‘Add Assets’. A new popup will appear.
ETF rotation - investment portfolio
Deselect the Maximum Yield strategy and select the Bond rotation Strategy.
Now you have reallocate to BRS. You can also change any other allocation you wish. Hitting ‘Preview’ will give you a new line with the statistics of the new portfolio. If you are happy hit ‘Save’. You now have a customized portfolio.

III. Build a custom Portfolio from scratch

If you feel you need complete control, you can use the portfolio Builder.
This tool allows you pick which strategies (or ETFs) go into your portfolio. Start by selecting Portfolio Builder on the side menu.

ETF rotation - investment portfolio
Pick the Nasdaq 100 Strategy, the Bond Rotation strategy and the Gold Currency strategy.

Click the blue “Continue” button on the top right.

You can then “turn the dials”, i.e., adjust the allocations of the component strategies, remove a component strategy or add a component strategy.
ETF rotation - investment portfolio
If you are not sure how to weight the components that you picked, you can let the optimizer find appropriate weights that have worked in the past. The optimizer takes two inputs: How much historical data to consider (ie, 5 years) and an objective (ie, minimize volatility).

Keep in mind that optimizing a portfolio takes into consideration not only each strategy’s return and risk but also it’s correlation to the other strategies, or in other words, how well strategies "play with each other".

If your edited portfolio holds promise for meeting your objectives, you can save it under ‘My Portfolio’.

IV. Create a custom Portfolio using the Optimizer

The portfolio optimizer is a very useful tool for finding weights for each strategy you want to include in your portfolio.

Start by selecting “Portfolio Optimizer” in the menu.
Pick up to 7 strategies to include in your portfolio.
Set the minimum and maximum weights for each. For example, since the leveraged UIS strategy is risky, you may want to limit maximum allocation to 15%.
Pick a metric to optimize for. Picking volatility will create portfolios with the lowest possible volatility, a good choice for larger accounts that need to control risk.
Pick the maximum amount of strategies the portfolio can hold.

Once you optimize, you will get multiple solutions. The best way to visualize them is to use the graphs in the bottom.

ETF rotation - investment portfolio
Let’s take the left graph. Each orange circle represents a solution. Placing your cursor on top shows you the allocations. The higher up you go, the higher the return of the portfolio. The further to the right you go, the higher volatility of the portfolio. You can now choose the one that comes closest to your preferences.

If you click on the magnifying glass icon, you will get a full preview of the selected portfolio.

Again, if you are happy with your portfolio, you can save it under ‘My Portfolio’.