ETF Investment Strategies: We have been busy at Logical Invest, and we’ve only just begun

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The last few months have been exciting here at Logical Invest, and if you have missed some of it, let me catch you up what we´ve been doing to deliver the best ETF Investment Strategies:

  • In November we expanded our partnership and added website tools and services.  
  • Our strategies had an excellent 2014, reviewed here.   
  • While the overall market had a rough January, we guided our subscribers towards making nearly +5% in just January, and every of our ETF Investment Strategies was up! 
  • We added new ETF Investment Strategies: the Bug, which provides an excellent non-correlated alpha, and the Universal Investment Strategy, using an approach that has done well for 20 years
  • We showed here how blending together strategies can dramatically lower your risks. Good discussions, examples and the tool.

 We love this stuff too much to take a break, so in the coming months you will see improved tools and new strategy capabilities:

  • We are expanding the  capabilities of customizing your portfolio of strategies and tracking the signals and results.
  • A meta-strategy will be available that provides a model overlay using performance, volatility and cross correlations to dynamically allocate between ETF Strategies.
  • Selected new ETF Investment Strategies will serve investor & traders different objectives.

Thanks again for supporting our research, tool developments, and participating in the forums.   Keep telling us how we are doing.

 

2017-10-02T20:00:00+00:00By |6 Comments

About the Author:

Vangelis has a B.A. in Economics from Cornell University and an M.F.A. in Film producing/financing from the University of Southern California. After the 2008 crisis he devoted his time to researching, trading and blogging about quantitative strategies. He has built, run and tested literally thousands of trading systems using Matlab, Python, C#, QuantShare and Amibroker. His "Sanz Prophet" quantitative blog has been part of the "Whole Street" quant blog aggregator since inception. Vangelis is series 65 certified.

6 Comments

  1. STEPHEN 02/03/2015 at 7:44 am

    The meta-strategy sounds exciting and promising. I look forward to it.

  2. Roger 02/03/2015 at 9:50 am

    Thank you for all your hard work and it is starting to really pay off. I am looking forward to some new strategies that will address taxation problems like we have in the USA. Unlike Switzerland where all short term and long term gains are non-taxable I live in California and those gains are treated like ordinary income; it has become a tax burden.(hard to get it all). Uncle Sam as we say here is in business with you and it is an important element to address in wise investing.

  3. Scott Walker 02/05/2015 at 11:29 pm

    Thanks for the kind words Roger,

    Tax is important, especially in Calif; I lived near San Fran twice, boy do I know.

    Generally, I think that most investors end of giving up a lot of gains or even losing money when the try to hold onto assets to avoid paying cap gains. However, we will consider if some longer term holding approaches can work when designing some new strategies.

  4. Theneeds Money 02/18/2015 at 7:19 pm

    Hey, you’re featured on #theneeds #money http://t.co/JOCjD6Ok4J RT to boost it!

  5. clennett andrew 03/17/2015 at 12:55 am

    US alien investors beware! – US estate tax.
    I have an IB account here in Hong Kong, being a HK resident, and Australian citizen. Have only just learnt that in 2012 Uncle Sam
    revived estate taxes so that foreigners pay up to 40% over 60k in US stocks when they die – a problem if you go quickly as in hit by a bus, and don’t get a chance to liquidate ! That certainly does scale back my US investing plans, as I don’t feel I should help reduce the 20 trillion debt!
    There are treaties with around 17countries , some of them only reduce the tax bill slightly.
    Any ideas on ideas to get around this one greatly appreciated.

    Cheers
    Andrew

  6. Scott Walker 03/19/2015 at 7:36 pm

    Clennett,

    Thanks for the tip. We are considering some strategies more focused on non-US assets – another good reason for that.

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