I Need Advice on Portfolio Management with Logical Investment Tools.

[Ophelia]

Hello Everyone

I am new to using logical invest tools and would like some advice on creating a balanced; diversified portfolio. My major goal is to generate steady profits while limiting risk; I am unsure of the appropriate approach to take with the platform.

I am currently looking at pre built plans such as the universal investment strategy and the hedge planning; but I am curious about how others alter and mix these. Should someone with a moderate risk tolerance and a long term investment plan stick with a single strategy and combine several? Also; how frequently do you re balance your portfolio utilizing these strategies?

Also; has anyone had experience modifying these tactics to their own preferences? I am interested in making changes but do not know where to begin or what factors to consider.

I would appreciate anything that you could provide; especially if you have been using logical invest for a while. Examples of how these tactics have worked for you over time would be extremely useful

Thanks in advance

[Frank1 Grossmann]

Probably the best and quite simple strategy for is the US market strategy. This strategy already limits risk as you are always invested in a Treasury / Gold hedge. If you want to boost profits during rising markets, you can additionally invest some money in the 4 stocks proposed by the Nasdaq strategy. I don’t think that by combining several strategies will improve your results as most strategies use the same hedge and most of the time markets correlate a lot.

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