The Logical-Invest newsletter for March 2026

Logical Invest

The March 2026 Newsletter
The Numbers Do the Talking

March 1, 2026  ·  February 2026 Performance Review

📖 The Tale of the Three Gardeners — our children’s book on patient, rules-based investing.

Apple Books — Free Kindle — $1.99
February 2026 Performance
Green Across the Board

Performance based on signals issued by Logical Invest. Slippage and fees are not included.

25.7%
Best YTD · UIS 3x
22 / 23
Strategies positive
+9.1%
Best Feb month
2 mo.
Into 2026

Twenty-two out of twenty-three strategies finished February in positive territory. The sole exception — Crypto & Leveraged Top 2, a high-risk, high-upside strategy that accepts short-term drawdowns as part of the deal. Its 1-year return is still +95.2%. The short-term noise is not the story.

Two months in, and the top strategies are already delivering what many investors consider a full year’s worth of returns.

Risk Management
Coming crash? Built to Hold What It Earns

Compared to buy and hold or a purely equity rotations this is where LI strategies shine: Protection is built into every strategy — before a correction happens, not after.

How the system defends your gains
🛡️
Hedges are always in place — right now. Every strategy holds defensive positions at all times, not just when markets turn. Today’s Top 3 Strategies allocation, for example, holds 44% in gold and nearly 16% in ultra-short-term paper — the equivalent of cash. That means even an overnight shock — a geopolitical event over a weekend, a flash crash at the open — lands on a portfolio that is already partially protected. No scramble to rebalance. The hedge is already there.
🔄
Monthly rebalancing keeps the portfolio honest. Once a month, each strategy re-ranks its holdings by risk-adjusted performance and resets allocations accordingly. This cadence is deliberate — frequent enough to respond to real trend changes, slow enough to avoid reacting to noise. Short-term panic selling is filtered out. Genuine shifts in market leadership are not.
📊
In extended downturns, the system adapts. A single bad month triggers nothing. But if a bear market takes hold over multiple cycles, the monthly rebalancing will progressively surface defensive assets — short-term bonds, cash equivalents, sectors that hold their value — as they rise in the risk-adjusted rankings. The strategy doesn’t predict the bear market. It follows it, systematically, until conditions shift again. Drawdown is reduced, not eliminated — but the recovery starts from a higher floor.

We wish you a healthy, fulfilling, and profitable March.


Leave a Comment