The Logical-Invest monthly newsletter for June 2017

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Logical Invest
Investment Outlook
June 2017

Our top 2017 investment strategies, year-to-date:

SPY, the S&P500 ETF, returned 8.48%.

News:

Market comment:

Both the U.S. equity and the U.S. bond markets were positive for May. SPY (S&P 500 ETF) added +1.41% and TLT (30-Year Treasury ETF) added +1.89%. Even though SPY is reaching new all-time heights, it under-performed many of our strategies and in particular the ones with foreign exposure, such as the World-Top 4, Global Market and Global Sector Rotation strategies. This shows that the U.S equity market is slowing down compared to foreign and emerging markets. On the other hand, Brazil, with a, -18% drop on May 18th reminds us that these markets suffer from local political risk and need to be properly hedged and diversified.

Our top 3 strategies continue to be the biggest gainers for May. Our 3x UIS strategy added another +4.3%, the MYRS added +3.11% and the Nasdaq 100 added +2.99%. On the 4th and 5th spot are the Global Market rotation(+11.23% YTD) and Global Sector Rotation (+11.75% YTD) strategies.

Summer is often volatile. Our slow and steady risers cam limit your risk: BRS (+6.81 YTD%) and the BUG (+6.29% YTD) bond-based strategies.

We wish you a healthy and prosperous 2017.

Logical Invest, June 1, 2017

 

Logical Invest strategy performances May 2017

Logical Invest strategy performances May 2017

Strategy performance overview:

Visit our site for daily updated performance tables.
Symbols:

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)

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2017-06-01T08:07:41+00:00 By |0 Comments

About the Author:

Vangelis has been involved in quantitative research and development since 2007. He blogs under the 'Sanz Prophet' alias. He has built, run and tested literally thousands of trading systems using Matlab, Python, C#, QuantShare and Amibroker and has contributed as a researcher/programmer in academic papers. His quantitative blog has been part of the “Whole Street” quant blog aggregator since inception. He holds a B.A. in Economics & Theater Arts from Cornell University and an M.F.A. in Motion Picture Producing from the Peter Stark Program at the University of Southern California.Before entering the financial world Vangelis worked as a film and commercial director and collaborated with agencies such as Bold Oglivy, Adel Saatchi and Saatchi and clients including Pepsico, P. & G., Hyundai and others.

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