The Logical-Invest newsletter for October 2020

Election and volatility On September 22th, we received the following message as our main broker increased margin requirements for U.S. stocks: Consequently, to protect (the broker) and its customers, … will increase margin requirements by as much as 35% above normal margin requirements leading up to the November U.S. election. With the increase fully implemented, the new requirements would be 67.5% Initial and 33.75% Maintenance (vs 50% and 25%) In effect, this is similar to … Read more

Modified Permanent Portfolio (MPP)

A guest post by our subscriber Richard Thomas I would like to discuss a strategy I have been working on and would welcome any feedback. All my optimizations use a 5-year lookback period. I know there has been much discussion about this over the years and there does not appear to be firm consensus on the best period to use, however 5 years covers a good growth period and some good pullbacks in 2015, 2018 … Read more

Creating a custom Portfolio

We offer several “pre-canned” portfolios in our “Core Portfolio” and “Portfolio Library”. While we put a lot of brain and effort into designing these, they cannot and will not serve everybody’s risk/return profile or personal preference. And they are not meant to – rather they should serve as starting point for your very own, personalized custom Portfolio. As we just implemented (yet) another change to our Core Portfolios we’re getting many requests on how to … Read more

The Logical-Invest newsletter for September 2020

The S&P 500 moves higher August was positive for the U.S. equity market (SPY +7%) and very negative for long term Treasuries (TLT -5%) as yields were hit by the FED’s decision to pursue a ‘flexible’ 2% inflation target. Gold remained flat (GLD -0.3%), just below it’s all time highs. Our strategies were split around zero some posting moderate gains and some moderate losses. The under performance of most strategies vs the SP500 is due … Read more

The Logical-Invest newsletter for August 2020

As a follow-up to the changes implemented last month in response to the delisting of UGLD and ZIV we are implementing again some changes: New 2x leveraged Universal Investment Strategy New 2x leveraged US Market Strategy New Portfolio configuration & reoptimization To keep the newsletter manageable we’ve detailed these changes in a separate post. All strategies positive. Another good month for LI strategies and portfolios, most returning 3-5% for the month of July. July’s notable … Read more

New Strategies and Portfolio optimization

Based on the feedback we received last month after the changes in the Maximum Yield (MYRS) and Leveraged Universal Investment Strategy (3xUIS) we are again implementing several changes this month: New 2 times leveraged Universal Investment strategy Many subscribers reported issues implementing the leveraged GLD positions we did to circumvent the delisted UGLD. Also the process of having to scale down the positions manually raised many questions, as did the effective leverage of the scaled … Read more

The Logical-Invest newsletter for July 2020

Updates ETFs UGLD and ZIV are set to be delisted on July 12, 2020. We have adjusted our Maximum Yield and Leveraged Universal Strategies accordingly. You may close any positions in UGLD and ZIV to avoid delays. Please read more here. New pricing extended to all subscribers. All strategies positive for June All strategies were positive in June and most outperformed both the S&P 500 (1.8%) and the Long-Term Treasury (0.3%). Hedging and diversification is … Read more

Strategy Changes due to delisting of ZIV and UGLD as of July 2020

Credit Suisse announced recently the delisting of ZIV and UGLD, among other ETN. These ETN will continue to trade on the Nasdaq Stock Market up to and including July 2, 2020. The delisting of the ETNs will become effective on July 12, 2020. We currently employ ZIV in our Maximum Yield Strategy (MYRS) and UGLD in our Leveraged Universal Investment Strategy (3XUIS). We will modify both strategies effective July 1, 2020 as follows: ZIV – … Read more

The Logical-Invest newsletter for June 2020

As many new people have joined in the past weeks, here is a quick recap on How to use our desktop app QuantTrader to cut signals on your own. Team LI reveals personal favorites Please visit our forum as we reveal Logical Invest Team’s own personal allocations! Mixed month for Assets May was a mixed month for asset classes: The S&P 500 advanced +4.8% while long-term Treasuries lost -1.8% and gold gained +2.6%. The Strategies … Read more

Recap: How to use QuantTrader to cut signals

As many new people have joined in the past weeks, here a quick recap on how to use our desktop app QuantTrader to cut signals on your own, and whenever you like. This is useful if you: do not want to wait for us to publish signals and send out emails prefer to trade on a different day of the month want to trade the same day before close using intraday prices To get started … Read more