The Logical-Invest monthly newsletter for May 2016
Logical Invest Investment Outlook April 2016 ETF strategies
The Logical-Invest monthly newsletter for June 2016
Logical Invest Investment Outlook June 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 17.1% return. The Maximum Yield strategy with 16% return. The Nasdaq 100 with 7.58% return. SPY, the S&P500 ETF, returned 3.46%, year-to-date. Market comment: This year, the old saying “sell in May and go away” seems to express many financial writers and investors. The March-April excitement has been replaced by fear and caution: A possible June rate hike by the Fed, the June 23rd British referendum over EU … Read more
The Logical-Invest monthly newsletter for July 2016
Logical Invest Investment Outlook July 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 29.4% return. The Maximum Yield strategy with 24.6% return. The World Top 4 with 12.6% return. SPY, the S&P500 ETF, returned 3.82%, year-to-date. Market comment: The big event for June was the British E.U. membership referendum. Contrary to widespread expectations, Britain’s vote was in favour of leaving the Eurozone. Anyone trading on the 23rd experienced unprecedented volatility as the VIX first crashed on expectations of the “remain” camp winning and subsequently spiked up … Read more
The Logical-Invest monthly newsletter for August 2016
Logical Invest Investment Outlook August 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 40.6% return. The Maximum Yield strategy with 34.3% return. The World Top 4 with 20.6% return. SPY, the S&P500 ETF, returned 7.6%, year-to-date. News: Our in-house software is available for licensing to professional clients. We are looking for registered investment advisers and wealth managers to partner with. Market comment: Sentiment across mainstream media remains cautious despite the S&P500 index breaking to a new all time high, on July 8th. Many … Read more
The Logical-Invest monthly newsletter for September 2016
Special topic this month: Passive Investments Logical Invest Investment Outlook September 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 39.09% return. The Maximum Yield strategy with 34.04% return. The World Top 4 with 20.51% return. SPY, the S&P500 ETF, returned 7.73%, year-to-date. New tools: The Online Custom Portfolio Builder The Consolidated Signals tool. Market comment: The summer market showed strength compared to its seasonal bias. The old saying “Sell in May and go away” did not hold up this year as SPY … Read more
The Logical-Invest monthly newsletter for October 2016
Special topic: Passive Investment Logical Invest Investment Outlook October 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 36.47% return. The Maximum Yield strategy with 36.37% return. The World Top 4 with 19.82% return. SPY, the S&P500 ETF, returned 7.74%, year-to-date. News: Introducing Richard´s Corner, a new Logical Invest User Community, moderated by Richard Manley. Richard is a long time user and critical commenter of our services. Subjects range from making the best of your 401K , using Fidelity or Vanguard funds to using … Read more
The Logical-Invest monthly newsletter for November 2016
Special Topic: IRA Investments using QuantTrader, our Backtest Software Logical Invest Investment Outlook November 2016 Our top year-to-date strategies: The Maximum Yield strategy with 32.61% return. The Leveraged Universal strategy with 21.42% return. The World Top 4 with 17.66% return. SPY, the S&P500 ETF, returned 5.87%, year-to-date. Market comment: Recent surveys show that fund managers have increased cash positions1 while outflows from equity funds are at historically high levels2. From a contrarian point of view this could be considered market positive. There … Read more
The Logical-Invest monthly newsletter for December 2016
Special Topic: IRA investment using QuantTrader Logical Invest Investment Outlook December 2016 Our top year-to-date strategies: The Maximum Yield strategy with 30.27% return. The Leveraged Universal strategy with 17.73% return. The NASDAQ 100 strategy with 15.19% return. SPY, the S&P500 ETF, returned 9.77%, year-to-date. NEWS: Enhancement of the Treasury hedge in our strategies (link). Market comment: Presidents change, markets change and so do we. As our subscribers know well, Treasuries have been a cornerstone of our strategies. For the last few months many investors … Read more
Logical-Invest monthly update January 2017 – Topic 401k Investments
Special topic this month: 401k Investments Logical Invest Investment Outlook January 2017 Our top 2016 strategies: The Maximum Yield strategy with 29.92% return. The Leveraged Universal strategy with 22.33% return. The NASDAQ 100 strategy with 21.54% return. SPY, the S&P500 ETF, returned 12.00%. Market comment: To put 2016 in perspective, we must go back to 2015 and remind ourselves how the rising dollar environment affected diversified investors. Most asset classes suffered through 2015. The S&P 500 stayed flat, long term Treasuries lost 2%, gold lost … Read more
The Logical-Invest monthly newsletter for February 2017 – Topic 401k Strategies
Our special topic this month are 401k Strategies Logical Invest Investment Outlook February 2017 Our top 2017 strategies: The Maximum Yield strategy with 10.29% return. The NASDAQ 100 strategy with 9.88% return. The Leveraged Universal strategy with 3.96% return. SPY, the S&P500 ETF, returned 1.79%. Market comment: 2017 started up as a different type of year. Not just in politics. Despite the unprecedented political uncertainty, volatility in the SP500 dived this month causing our volatility harvesting strategy, Maximum Yield, to return more than 10% in just … Read more