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

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

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

The Logical-Invest newsletter for May 2020

Back to normal? All strategies came in positive for the month with a range of returns from a low of +2.8% to a high of +14.5% for the Maximum Yield strategy. Year-to-date figures are mixed but reasonable around a mean of -2%. The S&P 500 is down -9% while emerging markets (EEM) are down -19%. Looking at the table above, it does not reflect a world where whole economies are frozen, cities are in lockdown, … Read more

The Logical-Invest newsletter for April 2020

First priority – Keep yourself and your family safe We would like to express our sympathy and support to all the families affected by the coronavirus. We wish everyone good health as it is our most valuable asset. Second priority – Keep your portfolios safe a. The Strategies Below are the performances of our strategies and benchmark ETFs since the start of the year. March felt like a never ending roller coaster ride, both in … Read more

The Logical-Invest newsletter for March 2020

How did LI strategies handle the correction Our strategies were hedged during this sudden market correction so they held up well. All strategies outperformed the S&P 500 which is down -9.8% for the month. As discussed in our “2020 investment strategy update” post, a correction with no warning was expected based on the experience from the end of 2018. The solution implemented was upping our algorithm’s allowed allocations to safe heavens as well as diversifying … Read more

The Logical-Invest newsletter for February 2020

Top strategies in January: The Leveraged Universal Investment strategy (3x UIS) up 6.1%. The Maximum Yield Strategy (MYRS) up 4.1%. TheĀ  Leverged Gold-Currency Strategy (GLD-USD) strategy up 3.3%. Our 2020 strategy outlook and strategy adjustments A reminder that starting January 1 2020, we have implementing several modifications to our strategies to make them less volatile. The biggest modification concerns the Hedge sub-strategy to ensure proper diversification between equities and multiple safe-haven assets. This worked out … Read more

The Logical-Invest newsletter for January 2020

All strategies positive for 2019 Logical Invest 2019 historical strategy performance based on actual signals issued.Last column is the correlation of each strategy to the S&P500. The Leveraged Universal Investment strategy (3x UIS) up 80%. The Maximum Yield Strategy (MYRS) up 54%. Our modified permanent portfolio (the “BUG”) up 11% with less than half the SP500 volatility. The Bond Rotation Strategy (BRS) up 6% with 1/3 the SP500 volatility. Most strategies had a correlation to … Read more

The Logical-Invest newsletter for December 2019

Did you notice a bear passing? There should be a widely available service to search past wall street media headlines, align them with a chart and see how well (or not) they predicted market moves. A few months ago, while the SP500 sat some 8% lower from today all headlines were reading about the yield curve inversion, tariffs and the coming recession. This ‘pessimism’ seems to be over. This month’s favourite headliner comes from Fidelity … Read more