I invest my own money using two simple, rules-based ETF strategies. Every trading day at 4:15 PM ET, about 15 minutes after the market closes, subscribers see the exact signal I use. I place my own trades after hours, within minutes of posting it.
Annualized Return (CAGR)
+37.69%
Max Drawdown
31.11%
Sharpe Ratio
1.23
LOGIC MAX: Growth of $1,000
| Year | Value |
|---|---|
| Jan 2009 | $1K |
| 2009 | $2K |
| 2010 | $3K |
| 2011 | $3K |
| 2012 | $4K |
| 2013 | $5K |
| 2014 | $5K |
| 2015 | $5K |
| 2016 | $9K |
| 2017 | $12K |
| 2018 | $11K |
| 2019 | $18K |
| 2020 | $28K |
| 2021 | $70K |
| 2022 | $69K |
| 2023 | $98K |
| 2024 | $118K |
| 2025 | $229K |
| 2026 | $290K |
Logic Max Portfolio
Only 3–5 trades a month
DON’T JUST HOLD, HAVE A PLAN
A 20% market drop requires a 25% gain just to break even. Buy-and-hold investors ride every market downturn on autopilot, hoping prices will recover. Let rules-based ETF strategy guide your next move.
My growth portfolio
Simulated · since 2009
Annual return (CAGR)
Max drawdown · lower is better
2026 YTD · Simulated vs my account
Simulated+26.40%
My account+26.00%
I rotateSPXL⇄BOXX / SGOV
View Logic MaxMy lower-drawdown portfolio
Simulated · since 2007
Annual return (CAGR)
Max drawdown · lower is better
2026 YTD · Simulated vs my account
Simulated+5.35%
My account+4.50%
I rotateSSO⇄BOXX / SGOV
View Logic CoreFrom the blog
Practical articles on valuation, financial data and rules-based investing, written to be used, not just read.
How the Free Cash Flow to the Firm method estimates a company’s intrinsic value, step by step, from forecasting cash flows to discounting them at the WACC.
Value a company by the income it earns above its cost of equity, and why the model works well when cash flows are hard to forecast.
A reference of CRSP/Compustat annual (Fundamentals Annual) data items: every variable’s code and what it measures, for finance and accounting research.
Courses
Courses that walk you through investing ideas and the Excel skills behind them, step by step. Start with the free ones.
A free video course on how markets work, risk and return, and building a portfolio.
Start free course (Investment Theory)A free, step-by-step Excel course with a screenshot for every step: the Excel window, ranges, formulas, formatting, printing and more.
Start free course (Excel Essentials: Complete Beginner Course)Read price charts with confidence: candlestick patterns, trends, support and resistance, and how to time entries and exits.
Notify me (Technical Analysis: Complete Candlestick Trading Course 2026)How the stock market works, how to open an account and buy your first ETF, and how to build a simple long-term plan.
Notify me (Stock Market Investing for Beginners: The Complete Starter Guide)On YouTube
I explain the ideas behind my portfolios on my YouTube channel: how markets work, how ETFs work, and why rules beat emotions.
Start your 14-day free trial and see the same signal I use for my own account, every trading day at 4:15 PM ET.
Easy to cancel. Not investment advice.