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The Logical-Invest newsletter for June 2019

May 2019: Go-to-cash mechanism On last month’s newsletter we asked the question: Can the index (S&P 500) continue higher? The answer we gave is that we do not know so it best to follow rules and be protected. Last month our ‘go-to-cash’ mechanism kicked in. Most of our strategies allocated a large chunk to GSY, a short duration ETF which is almost equivalent to holding cash. This was somewhat counter-intuitive as the market reached new … Read more

The Logical-Invest newsletter for May 2019

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Recovery priced-In At the start of the year, markets were driven higher because of the more dovish Fed (see our previous newsletters “Thank You Fed I & II“). This is now priced in. On top of that markets pushed higher on hopes of a US-China trade agreement. This has now been partially priced-in as well. We are now in a situation where the S&P500 has completely reversed last year’s correction and has a year-to-date performance … Read more

The Logical-Invest newsletter for April 2019

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The Leveraged Universal Investment Strategy returns +13.3% for the month Free Enhanced Permanent Portfolio and BUG strategies return 3% and 2% Thank you FED (again) On March 20th the Federal Reserve announced that it will leave its benchmark rate unchanged at 2.25% to 2.50%, also indicating that no rate hikes would be likely this year. This is a substantial change in stance from December, when the Fed projected that as many as two rate hikes … Read more

The Logical-Invest newsletter for March 2019

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We updated our QuantTrader software to version 515S. Read about changes to our strategies. If you are using QuantTrader, this time you need to manually update it, please download from here.   Thank you FED These first two months of 2019 are a prime example of how sensitive markets have become to interest rate policy. Following the December move in the S&P 500 which painted a negative year for US Equities, Chairman Jerome Powell signaled … Read more

New QuantTrader version 515S available for download

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We have prepared a new version of QuantTrader which will be used to generate the Logical-Invest signals for the month of March. So please make sure you will use the new version from now on. If you are using the new version with your own strategies, you will need to re-optimize the strategies to get the same performance as with the old QuantTrader 514S version. When you do this you will probably to try out … Read more

The Logical-Invest newsletter for February 2019

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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 … Read more

The Logical-Invest monthly newsletter for December 2018

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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 … Read more

The Logical-Invest newsletter for January 2019

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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 … Read more

The Logical-Invest monthly newsletter for July 2017

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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 … Read more