Our top 2018 investment strategies, year-to-date :
- The NASDAQ 100 strategy with +8.02% return.
- The Universal Investment strategy with +2.64% return.
- The Global Sector Rotation strategy with +2.01% return.
SPY, the S&P500 ETF, returned -1.00%.
In the beginning of March, most of our strategies allocated large amounts to TLT, the Treasury ETF. Subscribers using multiple combined strategies ended up with Treasury exposure north of 70%. This was quite difficult to digest considering the current sentiment towards rising rates. And yet TLT was one of the few assets that were positive for the month returning +2.86% vs SPY at -2.74%. To the right you can see the performance table sorted by 1-month return as all strategies outperformed SPY due to the treasury hedge.
The biggest winners for the month were the 3x UIS, adding 5% and the Nasdaq 100 adding 3.32% to reach a respectable 8% for the year. Worst performers were the two BUG strategies losing -0.58% and -0.79% and the MYRS losing -1.50% and remaining at a large drawdown year-to-date.
We wish you a happy Easter and a healthy and prosperous 2018.
Logical Invest, April 1, 2018
Strategy performance overview:
Visit our site for daily updated performance tables.
BRS – Bond Rotation Strategy
BUGST – A conservative Permanent Portfolio Strategy
BUGLEV – A leveraged Permanent Portfolio Strategy
GMRS – Global Market Rotation Strategy
GMRSE – Global Market Rotation Strategy Enhanced
GSRLV – Global Sector Rotation low volatility
NASDAQ100 – Nasdaq 100 strategy
WORLD-TOP4 – The Top 4 World Country Strategy
UIS – Universal Investment Strategy
UIS-SPXL-TMF – 3x leveraged Universal Investment Strategy
AGG – iShares Core Total US Bond (4-5yr)
SPY – SPDR S&P 500 Index
TLT – iShares Barclays Long-Term Trsry (15-18yr)