New Beta Tool: Easy Consolidated Signals for your “All Strategies” Custom Portfolio Now Available

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UPDATE: The tool is now available following this link

 

Investor

 

“What? Another post about tools and infrastructure? Thought Logical Invest is going to show me the next 21st Century ETF Investment Strategy!”

 

 

Yes, I know there have been plenty of posts regarding new features on our site, new portfolio options, new charting capabilities, and new portfolio builder features. Plus plenty of teasers of what is coming up in regard of strategies and meta-strategies. Is the Logical Invest team now only busy on this nice-to-have-but-not-money-making stuff?

No, we’re not, our purpose and motivation has not changed! We’re determined to be your first choice for your smart investments! But based on your feedback, and seeing that more and more of you migrate from employing single-strategies towards blends and full-fletched portfolios of strategies, we know we need to develop our infrastructure to keep up with our pledge:

“A few simple switches a month, which can be done in 15 minutes”

We’ve given an insight into our long-term vision in our last (yes, silent) video, which is:

  • Single Strategies for complementing your existing portfolio, or
  • Full fixed-weight blends or portfolios of our strategies (Portfolio Builder), or 
  • Dynamic and smart meta-strategies which adapt to changes in market environment and strategy performance – Breaking through the traditional (more or less) efficient frontiers, or
  • Top-notch custom portfolio solutions made to spec for larger accounts and institutional money managers.

Now, while this means a time-warp evolution in performance and robustness, it undoubtable also means an increase in the complexity. Means, we need to provide you with tools to keep the execution process easy, and allow you to enjoy your free-time with your most beloved instead of doing advanced Excel Acrobatics on weekends.

Investor

 

“Ok, got you. But where does this lead us?”

 

 

 

Well, the next milestone is to support you to simulate the consolidated signals for executing the trades of your custom portfolio.

Suppose you have come up with your dream portfolio using 5 of our strategies. How will you know at each re-balance date which instruments to buy and sell? Without pulling the individual strategy signals out of your mailbox and put manually into a spreadsheet?

This is what the new tool will allow you to do in a much more efficient manner:

  • Select your account size to be simulated
  • Choose the weightings of your portfolio allocation (incl leverage)
  • We’ll pull the up-to-date signals, consolidate them and add last ETF prices

Et voila: We’ll tell you what ETF shares you need to have in your account to keep it perfectly rebalanced. No Excel Sheets anymore! You just rebalance your brokerage account, 401k, or IRA with a couple of trades to match the shown allocation – and enjoy the rest of your day!

See here how it works:
(click to expand)

Strategy Consolidation

Or more in detail:

 ConsolidateSignalsHelp

Investor

 

“Ok, nice, but yet just another Mountain View, CA sponsored spreadsheet! Is that all you have?”

 

 

 

Ok, sigh, we’re a bit behind with getting both the portfolio builder and the signal consolidation integrated into our site. This is why – and hearing your voices – we’ve decided to go ahead with this interim idea – inspired by and thanks to Patrick Hill – while we continue the long-term development to be launched still within 2nd quarter 2015.

Below is a pre-launch version of this new tool, where – as always – we ask for your feedback and improvement ideas – to make this as easy-to-use and convenient to you as we can. Based on your feedback we’ll make sure you have this available ready for April.

Note that this tool is only available to subscribers of our “All Strategies” package, of which your find further information here.

In expectation of a vivid discussion and a lot of challenges from your end!

All the best,
Alex

 (Tool only visible online, not by email)

Simulate your Consolidated Signals and Shares

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2017-10-02T20:00:00+00:00 By |26 Comments

About the Author:

Alexander has been researching and applying financial modelling as Financial Executive since 15 years. His passion and expertise lies in the enterprise and project valuation. He has participated in several multi-billion M&A deals in the chemical and bio-tech industry.Prior to joining Logical-Invest.com, Alexander was the Chief Financial Officer and Corporate Vice President in Japan for a major global chemical player. Before he served in executive roles in North America, Europe and Asia within the automotive sector.He holds an MBA in General Management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in International Business from the University of Paderborn.If not in Mexico City, probably he is right now enjoying life and writing for Logical Invest at his beach house "Rincón del Mar" at the Mexican pacific coast - and always happy about a visit.

26 Comments

  1. Stephen 03/28/2015 at 8:22 pm

    Hello Alexander,
    Excellent new feature. I was trying to use it and it appears everyone else can use it as well since the cursor was moving and deleting my input as I proceeded. Is there a way to isolate this? Is there a separate link on the website perhaps?
    Thanks!

  2. Alexander 03/28/2015 at 8:29 pm

    Stephen, thanks! Yes, I was ‘watching live’ the last couple of minutes, and indeed this test version was quite crowded.

    The final version will be spread out, so that only one subscriber is on the tool each time. This is one of the constraints and main motivations to get the integrated (aka ‘Gold Version’) in place, this will be much more intimate. If you feel uncomfortable putting your real account size of $8m into such a public tool, then just divide / multiply by 10 for the moment. 🙂 Sorry for that inconvenience.

  3. Patrick 03/28/2015 at 8:40 pm

    The new tool looks great! One additional feature I have in my personal version is a column for current shares held and another that calculates the change in shares so I can quickly see exactly how many shares I need need to buy or sell to re-balance.

  4. sunil kaniyur 03/29/2015 at 5:35 am

    Hi Alexander, this is a really useful tool, will cut down the time, working out the appropriate allocations to the strategies. Many thanks

  5. Alexander 03/29/2015 at 11:28 am

    Thanks for the feedback so far. I’ve changed the strategy weighting input to straight number, e.g. 20 instead of 20%. This is easier to input.

    Please let us know if you encounter any problem with displaying or editing the tool in different browser (IE, Chrome, Firefox) or OS versions.(Windows, Mac, Linux). We know that on mobile devices, including some tablets, the tool will not properly be displayed.

  6. Alexander 03/30/2015 at 3:41 am

    The tool is now live, thanks for the feedback so far. Our registered “All Strategy” subscribers can see it here: https://logical-invest.com/blog/subscribers-only/

    Pick your own custom portfolio, get your monthly signals in less than 2 minutes, trade in 10 minutes more – this what we wanted to offer you!

    More to come, thanks for the patience…

  7. david 03/30/2015 at 9:59 am

    Alexander . . this tool is great! Allows a spreadsheet to do what we do when we re-allocate the portfolio, and using the spreadsheet the process is faster and without mistakes. Thanks so much,
    DSC

  8. Stephen 03/30/2015 at 12:25 pm

    For those of us that short TMV and SPXU, is there a way to combine that in this spreadsheet as well??

  9. Alexander 03/30/2015 at 1:34 pm

    Thanks for the positve feedback, glad you like it!

    There have now been several requests to setup the ‘alternative executions’ of the strategies, e.g. employing 3x/-3x and plain short options. We’ll start working on this, but due to the number of possible options (combination of 8 MYRS + 3 UIS + EDV/TLT and others) let us come up first with a smart approach to simplify and not overwhelm everybody with complex spreadsheets. Currently thinking to setup a separate ‘advanced options’ sheet where you can allocate directly to the alternative versions… Will be ready for May signals..

    For the time being, here the direct link of above test tool if your want to setup a Copy & Paste to an own Excel Sheet. For obvious reasons, this is not linked to the auto-updating signals.

  10. Bill 03/30/2015 at 11:10 pm

    alexander, very useful tool. many thanks.

    bill

  11. STEPHEN 04/02/2015 at 9:48 am

    Thank you for this new tool. I had a similar worksheet for my selected strategies, but yours has all the strategies and retrieves price for share calculations.

  12. Chee Wee 04/12/2015 at 8:57 am

    Hi Alexander, the Max Yield strategy is based on bimonthly rebalancing. So if we run the spreadsheet at mid of the month, it should preferably update the prices for ZIV and EDV in MYRS only. This way, we won’t be rebalancing strategies like GMRS and GMRSE in mid of the month. Are you taking this into account for the future development? Thanks for the continual efforts.

  13. Alexander 04/12/2015 at 12:21 pm

    You are absolutely right. Best is if mid-month you only enter the % allocation of the MYRS in your portfolio, e.g. 20% and leave the other strategies in zero. Then only the EDV and ZIV shares are displayed with updated prices.

    Will put this on the list for the next version and the email notifications.

  14. Tapan 07/07/2015 at 1:11 pm

    Hi Alexander,

    Last week I posted an issue with the spreadsheet. In June, there was a column for “World Top 4”, which I don’t see now. Is it possible to add it back? Thanks.

  15. Tapan 07/07/2015 at 1:13 pm

    Question for clarification –

    TMV is 3x short for TLT, when you say short TMV do you mean selling TMV short or just buy TMV? Thanks for your reply.

  16. Placido 07/31/2015 at 6:39 pm

    Hi Alexander,

    I was trying to play around with the consolidated figures spread sheet and just saw that the allocations e.g. in the Bug Straight do not correspond with the signal weights on the strategy itself. I didn’t perform any other checks, I just wonder if I am using an out of date version of the spread sheet or if there might be a transcription error.

    Thanks and regards,
    Placido

    • Vangelis 08/01/2015 at 6:01 am

      The above GSheet is out of date. To see the consolidated signals tool go to https://logical-invest.com/blog/strategy-signals-consolidated/
      You need to be logged in as an All Strategies subscriber to see it.
      Keep in mind that you should double check that the allocations agree with the posted signals. If in doubt, our private signals posts contain the correct monthly allocations.

  17. Placido 08/02/2015 at 2:54 pm

    Hi Vangelis,

    Thank you very much, I found the correct sheet. I am looking at the maxsharpe portfolio and it looks like the weights do not change anymore over time. Is this correct? Will it adapt the weights as correlations and risk of the various strategies change over time?

    Thanks for clarifying.

    Placido

    • Vangelis 08/05/2015 at 5:23 am

      Hello Placido,

      Let me check with Alex as he is the master of the portfolio tool.

      Vangelis

  18. Philip Mahler 08/02/2015 at 3:35 pm

    I love this tool for quickly calculating the number of shares I need for the different strategies but any idea when the “World top 4” will be added to the mix?

    Thanks, Phil

    • Vangelis 08/05/2015 at 7:14 am

      We will provide a downloadable off-line excel sheet that will include World Top 4 before the end of the month.

  19. David 08/05/2015 at 8:25 am

    hi Vangelis,

    Pls inform us via email once that downloadable offline excel sheet is ready for our download. tq

  20. Richard 12/09/2015 at 11:28 am

    In reviewing this month’s Consolidated signals spreadsheet (….Dec1-2015 – Excel), I noticed the column summations of O4, P4 and Q4 end at different points, i.e., O100, P105 and Q101 respectively. Should not these sums all include the same set of rows? Moreover, the data rows extend down to 113, beyond any of the summation sets from O4,P4 and Q4; should not the summations all extend to 113? Note that O4, P4, and Q4 all show values that seem to be less than what is expected. Q4 should be 100% for example, and the entry shows the highlighted flag to indicate 100% is not achieved.

    An I misinterpreting the spreadsheet?

  21. Bob 02/20/2016 at 5:33 pm

    I downloaded the Consolidated signals spreadsheet and when i click the stock price update button the values all blank out, is there something missing from my spreadsheet ?

    Thanks

    Bob

    • Vangelis 02/21/2016 at 2:15 am

      Hello Bob. The excel seems to work although it may take a while to download the prices. I send you an email with an updated version with current prices.

  22. Vangelis 04/06/2016 at 2:30 pm

    All-Strategy subscribers can should download our Excel sheet with all the strategy signals:
    https://logical-invest.com/blog/strategy-signals-consolidated/

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