Strategies Info2017-12-29T08:31:52+00:00

Logical Invest – Our investment strategies

OVERVIEW OF OUR STRATEGIES

Strategy Links  CAGR MaxDD Sharpe Instruments Frequency
Universal Investment Strategy Create a smart Equity/Bond portfolio. Unlike classic equity/bond allocations, the model uses variable weights and can adapt to current conditions. Details PDF Subscribe 12.6% 10.9% 1.44 S&P500 vs Treasuries Monthly
NASDAQ 100 Meta Strategy A growth oriented strategy that intelligently picks the best NASDAQ 100 stock combinations. Details PDF Subscribe 44.5% 17.5% 1.91 NASDAQ 100 Stocks Monthly
Bond Rotation (Sleep Well) Collect bond dividends while pursuing growth by shifting between bond sectors with low volatility. Details PDF Subscribe 9.2% 8.5%: 1.48 Major Bond Sectors ETFs Monthly
Gold Currency Strategy Invest in Gold using institutional level currency hedges. Details PDF Subscribe 16.8% 13.8% 1.34 Gold ETF, Currency ETfs Monthly
The Top 4 World Country strategy Invest in countries around the world using adjusted momentum and variable risk protection. Details PDF Subscribe 11.6% 16.5% 0.90  50 Global Country ETFs Monthly
Global Market Rotation Use this Global rotational momentum strategy to pick the best risk-adjusted performers out of a list of core international ETFs. Details PDF Subscribe 19.8% 23.6% 1.01 Global Regions Equity ETFs Monthly
Maximum Yield Use this advanced strategy to benefit from volatility harvesting. The strategy balances inverse VIX positions with a variable, semi-monthly Treasury allocation. Details PDF Subscribe 41.7% 20.6%  1.69 Inverse VIX ETFs, Treasuries, Twice a Month
The BUG (LI Permanent Portfolio) Use this conservative strategy for consistent growth and low risk in most economic environments. Details PDF Subscribe 10.1% 10.2% 1.36 S&P500, Treasuries, EM Debt, Convertibles, Gold, TIPS Monthly
Global Sector Rotation Low Volatility Gain global exposure by using an international sector-rotation strategy that uses low volatility ETFs. Details PDF Subscribe 15.26% 9.66% 1.36  27 Global Sector ETFs Monthly
U.S. Sector Rotation An intelligent US sector strategy that becomes beta-neutral in times of stress. Details PDF Subscribe 12.4% 14.9% 0.86  10 U.S. Sector ETFs Monthly

Live performance of our Strategies for 2017 year-to-date.

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You need a free account or higher. You need a recent copy of Excel Desktop. The sheet has all our strategy up-to-date return data and allows you to combine strategies to create your preferred portfolio.

GETTING STARTED WITH OUR STRATEGIES

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GETTING STARTED

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