Welcome to Logical Invest

Our investor’s tool set helps you build, track and save your portfolio of ETFs and stocks that meet your risk / reward objectives simply, easily and at low cost. Each month, we report to you the appropriate holdings for your portfolio, and you can in turn, adjust your holdings through your discount broker to keep on track with your portfolio’s objective.

What is Logical Invest?

Logical invest is a pioneer in building rules-based investment strategies that you can trade in your own account.

The strategies allow investors to participate intelligently in core assets like Equities, Bonds, Gold and Volatility Harvesting. Our rules-based approach minimizes emotional trading, dilemmas and anxiety and helps an investor stay the course.
Our tools set helps you build, track and save a portfolio of ETFs and stocks that meet your risk / reward objectives simply, easily and at low cost.

Each month, we report to you the appropriate holdings for your portfolio, and you can in turn, adjust your holdings through your discount broker to keep on track with your portfolio’s objective.
Wondering if you get good executions at your broker? Unsure how secure your funds are? With our strategies you get to execute your own trades at the broker of your choice.

As for your funds, they can stay where they are or you can keep them anywhere in the world you want. All you need is 15 minutes each month, to rebalance your account.
We do not handle funds for you and we do not execute trades on your behalf. Our only fee is a monthly subscription which can be canceled by you at a click of a button.

Our incentive is to keep our strategies profitable, in the long run and protected from large crashes. This is the only way we can keep you as a client.

Who is it for?

Our strategies are better suited for investors that want take control of their own account(s) and are looking for a way to control risk. You should be familiar with buying and selling stock and you should have access to discount broker that carries U.S. based ETFs.

The downside is that you need discipline and some time every month to track and rebalance your portfolios. For those who prefer a ‘hands off’/ ‘set and forget’ approach we do offer managed account through a Registered partner.
We are actually not against passive Buy and Hold approaches. It is a cheap and efficient way to build wealth. The problem we see with B&H is risk and the ability of an investor to withstand the emotional stress that comes with market crashes.

History has shown that 40% drawdowns will happen. Anyone invested in 2008 understands that in real life very few people can withstand the stress that large crashes put on investors and their loved ones.

We would like to avoid being in that situation. We control risk by hedging and by diversifying across assets, territories and even strategies. Having less extreme drawdowns also mean we can create much better compound long term returns.
We also like the idea of robo-advisors but their portfolios are somewhat simplistic and do not work so well in real life. Running a Modern Portfolio Based optimization on a wide variety of ETFs is not a bad idea but it is not what a trader would do.

We create strategies that tend to work for fundamental reasons, like momentum, mean reversion or collecting volatility premiums. We then put these ‘active’ strategies into a portfolio. This is far beyond what a typical robo-advisor can offer.
You should. For most of us having someone talk us through our financial future is extremely useful. They can help with long term planning of your whole financial life, not just your liquid accounts.

Some of our clients are Advisors and managers. They turn to us for objective, rules-based investment strategies, that can be backtested and presented to a client.

So please tell your advisor about us and let her decide if we have tools that can help them create a better solution for your investment needs.

Why Logical Invest Strategies?

Our strategies include adaptive hedging mechanisms to protect from large market corrections.
You cannot trade something you do not understand. Our strategies are thoroughly back-tested and publicly documented so that both advisors and investors have a good understanding of “what is inside the box”.
Our strategies employ various criteria, including momentum and mean reversion to rotate out of weaker ETFs and into stronger ETFs. An example is our Bond rotation strategy that keeps a low risk profile while taking advantage strong equity periods to rotate from Treasuries into Convertible, High Yield or even foreign Bonds.
We build portfolios from strategies. That means you can have a portfolio that not only diversifies across asset classes (Gold, Bonds, Commodities, etc) but also across strategies. So if the U.S. Sector strategy underperforms, the GLD-USD strategy may do better and offset some of the risk.
We have a systematic approach so we we can help you avoid emotional mistakes when markets are acting up.
You can customize portfolios. You can further customize the strategies themselves. If you are experienced you can use our desktop software, QuantTrader and tweak strategy parameters. Or go one step further and create a new strategy using your own stocks, ETF or mutual fund list. You can then combine your custom strategy with ours and do a proprietary mix for your portfolio. Our framework is extremely flexible.