TMF

The Logical-Invest newsletter for February 2019

Our top 3 strategies this past month: Leveraged Universal Investment strategy with +7.5% return. Maximum Yield strategy at +4.3% U.S. Sector strategy (free to subscribe) at +3.1% News: Alex's new post describes the process of blending Portfolios (rather than Strategies or ETFs) using the Portfolio Builder. Bouncing into 2019 Three fundamental trends to watch as 2019 unfolds: The first trend includes the reversal of QE in the U.S, the end of the asset purchase program of the ECB and the decrease of liquidity of most other major central banks. Less money [...]

The Logical-Invest monthly newsletter for December 2018

Logical Invest Investment Outlook December 2018   The graph below is from a recent Bloomberg article entitled "A Brutal Global Market in 2018 Has Just One Champion". That one champion, according to the article, was Treasury bills. It goes on to say: "By one simple measure, this is the worst cross-asset performance in more than a century". Below you can see 89% of all assets had negative performances year-to-date (as of Nov. 22). This may be an exaggeration but it goes to show we are in a difficult market. Volatility is [...]

The Logical-Invest newsletter for January 2019

Must reads: Frank Grossmann’s article “How to Hedge in Times of Market Trouble” (Seeking Alpha, LI Blog) 2019 strategy updates (LI Blog) Protecting your money After almost 10 years of a continuous bull market and 2 years of exceptional growth (2016-2017), 2018 was the first year that the SP500 turned negative. Apart from the dollar index, most asset classes also fell. To make things worse, the S&P500 dropped -20% from the September highs during what is traditionally the best 3 months of the year. Although unfortunate, it does create a rare [...]

The Logical-Invest monthly newsletter for July 2017

Logical Invest Investment Outlook July 2017 Our top 2017 investment strategies, year-to-date: The Maximum Yield strategy with 38.54% return. The Leveraged Universal strategy with 23.91% return.   The NASDAQ 100 strategy with 23.07% return. SPY, the S&P500 ETF, returned 9.17%. News: Our professional portfolio software QuantTrader continues to evolve and can now download data from 3 different providers: Tiingo, Yahoo and Google. Tiingo is an inexpensive solution for DYI investors that need good quality dividend-adjusted end of day data. Market comment: The U.S. Federal Reserve raised its benchmark federal-funds rate on June 15th by a quarter percentage point and hinted [...]

The Logical-Invest monthly newsletter for September 2018

Logical Invest Investment Outlook September 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +14.54% return.   The 3x Universal Investment strategy with +12.06% return.  The BUG Leveraged strategy with +2.62% return SPY, the S&P500 ETF, returned +9.71%. Market comment: Despite tariffs, a flattening yield curve, Turkey’s currency collapse and the fear of contagion across emerging markets, the S&P 500 is yet again making new highs. The U.S. equity market has outperformed most other markets and asset classes. Part of this performance is due to real economic strength and solid corporate earnings but another [...]

The Logical-Invest monthly newsletter for June 2016

Logical Invest Investment Outlook June 2016 Our top year-to-date strategies: The Leveraged Universal strategy with 17.1% return. The Maximum Yield strategy with 16% return.  The Nasdaq 100 with 7.58% return. SPY, the S&P500 ETF, returned 3.46%, year-to-date. Market comment: This year, the old saying "sell in May and go away" seems to express many financial writers and investors. The March-April excitement has been replaced by fear and caution: A possible June rate hike by the Fed, the June 23rd British referendum over EU membership and a coming oil/commodities/foreign exchange correction are all quoted as market risks. The AAII [...]

The Logical-Invest monthly newsletter for August 2017

Logical Invest Investment Outlook August 2017 Our top 2017 investment strategies, year-to-date: The Maximum Yield strategy with 46.05% return. The Leveraged Universal strategy with 27.11% return.   The NASDAQ 100 strategy with 19.29% return. SPY, the S&P500 ETF, returned 11.42%. News: Our professional portfolio software QuantTrader has reached version 5.0 with improvements including being able to load your custom set of strategies and a new consolidated signals screen. You can now allocate your funds in multiple strategies and have QuantTrader calculate the number of shares of each stock/ETF you need to buy.   QuantTrader Consolidated Signals   Market comment: [...]

The Logical-Invest monthly newsletter for October 2018

Logical Invest Investment Outlook October 2018 Our top 2018 investment strategies, year-to-date : The NASDAQ 100  strategy with +14.50% return.   The 3x Universal Investment strategy with +7.85% return.  The Universal Investment strategy with +2.32% return SPY, the S&P500 ETF, returned +10.37%. Market comment: We are continuing to experience the symptoms of the end of Quantitative Easing: Higher interest rates and slightly higher inflation. The FED is normalizing policy and it seems that moderate growth and low inflation have helped make this into a controlled, gradual process. This is all good news, but it brings a side [...]

Risk Management using Timed Hedging – Avoid DrawDowns

As you perhaps know I have invested all my money in my own strategies, and I and my family (the best wife of all and 4 nice children) are living from the return of these investments. So, I just cannot afford to lose much money in market corrections. Therefore I always try to improve the strategies to lower the risk of major losses through hedging. Timed Hedging The new "Timed hedging" is a major improvement of the rotation strategies. It increases the Return to Risk ratio of all strategies [...]