Check it out

Logical Invest at the AAII Silicon Valley, April 11

Check it out

Our Offer

Remove uncertainty about your investment strategy decisions and get superior returns with greater safety. Our quantitative portfolio strategies are delivered as a few simple ETF trades per year that you easily place in your own brokerage accounts.ETF & Mutual Fund Rotation, Investment and Trading Strategies for Retail and Institutional Investors & Traders

Our Approach

Beat Wall Street

For around $30/month

Remove Uncertainty

Make a few ETF trades a month


No hidden fees or expenses

No black boxes

We show how our strategies work and why they beat the market


Keep control of your own money

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Our well respected and published strategies use the most advanced scientific algorithms and are fully automated


Our strategies have averaged 20% to 40% a year in returns, many with lower volatility than the market

Rest Easy

Don’t be left behind . . . sleep well at night

Our strategy portfolio

We develop intelligent, rule-based portfolio strategies for investors


Strategy Links  CAGR MaxDD Sharpe Instruments Frequency
Universal Investment Strategy desc Details PDF Subscribe 14.2% 17.4% 1.13 S&P500 vs Treasuries Monthly
Global Market Rotation desc Details PDF Subscribe 35.0% 28.0% 1.26 Global Regions Equity ETFs Monthly
Global Market Rotation Enhanced desc Details PDF Subscribe 40.3% 28.0% 1.35 Global Regions Equity ETFs Monthly
The BUG desc Details PDF Subscribe 10.6% 6.1% 1.13 S&P500, Treasuries, EM Debt, Convertibles, Gold, TIPS Monthly
Maximum Yield desc Details PDF Subscribe 54.9% 14.3%  2.05 Inverse VIX ETFs, Treasuries, Twice a Month
Sleep Well Bond Rotation desc Details PDF Subscribe 13.1% 10.3%: 1.39 Major Bond Sectors ETFs Monthly
Global Sector Rotation Low Volatility desc Details PDF Subscribe 24.4% 17.1% 1.34  27 Global Sector ETFs Monthly
Global Sector Rotation Aggressive desc Details PDF Subscribe 25.4% 33.4% 0.78  27 Global Sector ETFs Monthly

Mouse over desc for Description.  All Strategies use treasures and cash like ETFs to reduce risk during financial stress. CAGR: Compound Annual Growth Rate. MaxDD: strategy maximum peak-to-trough decline. Sharpe: measure of risk-adjusted performance.
BUG statistics refer to the ‘straight’ non-leveraged version. All statistics as of strategy inception, last update Jan 2015.

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