Logical Invest
Investment Outlook
October 2017

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

SPY, the S&P500 ETF, returned 13.99%.

Market comment:

The S&P 500 has reached new heights, gaining +2% for the month, influenced by a more optimistic tax reform outlook. On the other hand, president Trump’s proposed tax cuts and the possibility of a growing U.S. deficit caused U.S. Treasuries to sell off, pushing the benchmark 10-year yield to 2.26% and the TLT price down by -2.32%.

Most of our strategies had a pullback partly due to our strategies using the TLT etf (or TMF) as a hedge. Strategy losses ranged from -3.76% for the Nasdaq 100 to -0.11% for the non-leveraged BUG strategy. Winner for the month was the U.S. Sector strategy (+1.28%).  The Bond rotation strategy managed to stay positive at +0.21% despite the widespread bond sell-off. Our Gold-USD strategy lost -0.12% managing to hedge the gold correction (GLD: -3.37%) for the month.

Seasonally, October is a volatile month but often leads to a favorable pre-Christmas equity environment.

We wish you a healthy and prosperous 2017.

Logical Invest, October 1, 2017

Strategy performance overview:

Logical Invest Performance October 2017

Logical Invest Performance October 2017

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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