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The Logical-Invest monthly newsletter for February 2018

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Logical Invest Investment Outlook February 2018 Our top 2018 investment strategies, year-to-date : The Leveraged Universal strategy with +8.93% return.   The NASDAQ 100 strategy with +8.59% return.  The U.S. sector strategy with +4.39% return. SPY, the S&P500 ETF, returned +5.64%. News: QuantTrader Light is available to all subscribers, even to single strategy ones. Just download a copy and login with your LI username/password. Depending on your subscription level you will be able to access the corresponding strategies. This gives you the opportunity … Read more

ZIV/MYRS – how to go on after the crash

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I have been asked in several emails on how to go on with existing ZIV positions, so here is a short note for our subscribers which still hold MYRS/ZIV positions. As you know underlying to ZIV are short positions of the VIX Futures month 4-7. So ZIV moves are about the same as the moves of the medium price of these Futures. As you can see in the above VIX term-structure chart, the medium price … Read more

The Logical-Invest monthly newsletter for March 2018

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Logical Invest Investment Outlook March 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +4.55% return.   The Universal Investment strategy with +1.45% return.  The Global Sector Rotation strategy with +0.58% return. SPY, the S&P500 ETF, returned +1.79%. News: Strategy update: Our updated hedge now allocates to Treasuries, Gold or to a short US sector position. The hedge does not use currency ETFs anymore, which were conflicting with common 401k / IRA guidelines. Market comment: February proved to … Read more

The Logical-Invest monthly newsletter for April 2018

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Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +8.02% return.   The Universal Investment strategy with +2.64% return.  The Global Sector Rotation strategy with +2.01% return. SPY, the S&P500 ETF, returned -1.00%. Market comment: In the beginning of March, most of our strategies allocated large amounts to TLT,  the Treasury ETF. Subscribers using multiple combined strategies ended up with Treasury exposure north of 70%. This was quite difficult to digest considering the current sentiment towards rising rates. And … Read more

The Logical-Invest monthly newsletter for May 2018

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Logical Invest Investment Outlook May 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +6.49% return.   The Global Sector Rotation strategy with +1.28% return  The Universal Investment strategy with +1.04% return. SPY, the S&P500 ETF, returned -0.48%. Market comment: Spring is coming and so is the beginning of the challenging part of the investing year. There is a reason people say “Sell in May and go away”. Historically, on average,  it has been easier to make money … Read more

The Logical-Invest monthly newsletter for June 2018

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Logical Invest Investment Outlook June 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +9.81% return.   The Universal Investment strategy with +3.15% return.  The Global Sector Rotation strategy with +2.73% return SPY, the S&P500 ETF, returned +1.93%. Market comment: In May we saw both U.S. equities and U.S. Treasuries rise,  returning +2.43% (SPY)  and +2.01% (TLT) respectively. This was partly due to investors running away from Europe and into the safety of Treasuries, as Italy is once … Read more

U.S. ETFs unavailable to European investors: PRIPPS and KID

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If you are a European investor and using Interactive Brokers (U.K.) as your broker you were in for a surprise this past week: Most major U.S. ETFs like SPY, TLT, GLD are unavailable for trading to retail traders. From justETF:  “The culprit is PRIIPs – a set of EU investment regulations designed to protect consumers (PRIIPs stands for Packaged Retail Investment and Insurance Products). PRIIPs require fund providers (including ETFs) to produce a Key Information … Read more

The Logical-Invest monthly newsletter for July 2018

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Logical Invest Investment Outlook July 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +13.13% return.   The 3x Universal Investment strategy with +3.03% return.  The Universal Investment strategy with +0.72% return SPY, the S&P500 ETF, returned +2.52%. Market comment: General investor sentiment is quite bearish. The most recent AAII Investor Sentiment survey shows only 28% of investors believe the markets will do well in the next 6 months, while 40% are bearish and 30% are neutral.  No wonder, as the … Read more

PRIPPS and KID compliant ETFs for European investors

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U.S. based ETFs are still unavailable for E.U. based investors due to the PRIPPS/ KID regulation discussed in the previous note. In this article we will list some alternative European based ETFs that could be used to follow a few of the Logical Investment strategies. So far the alternative ways to trade LI strategies as a EU citizen are: A. Try to qualify for professional status with your broker under MiFID II rules. Guidelines may … Read more

The Logical-Invest monthly newsletter for August 2018

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Logical Invest Investment Outlook August 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +8.56% return.   The 3x Universal Investment strategy with +5.99% return.  The Universal Investment strategy with +1.34% return SPY, the S&P500 ETF, returned +6.32%. Market comment: August starts with very much the same market preoccupations as the previous summer months: Fear of a trade wars and questions about central bank policy. The possibility of additional tariffs is holding back international growth and is keeping foreign markets … Read more