VUSTX

20 years Strategy backtest of our Universal Investment Strategy

yearsStrategybacktestofourUniversalInvestmentStrategy

This strategy backtest uses the Vanguard VFINX/VUSTX index funds as a proxy to the SPY/TLT ETFs. With these Vanguard funds I have made a 20 year backtest for the UIS strategy. 20 years Strategy backtest of our Universal Investment Strategy I made this strategy backtest, because many subscribers asked for it, and because with these two Vanguard funds, this is also one of the only strategies which can be backtested for such a long period. In … Read more

The new enhanced Bond Rotation Strategy with adaptive allocation

AdaptiveAllocationBRSchart

On November 2013 I published the first SA article on the Bond Rotation Strategy (BRS) as excelent diversifier for a 401k Investment Portfolio. Now, 15 months later, I am presenting an important update for this strategy with adaptive allocation. Even though the old strategy has done well (see charts here: https://logical-invest.com/strategy/bond-rotation-sleep-well/), I think it is very important to constantly validate and improve any investment strategy. Markets change, ETFs change even we ourselves grow and learn. Especially … Read more