5 years from now, you’ll be glad you didn’t wait another day to start!
Follow rule‑based portfolios to build wealth with faster growth and better risk‑adjusted returns.
- Invest only in ETFs and no company analysis
- Only 3 - 5 trades per month
- Easy to follow signals and execute trades
- Stronger returns than buy & hold portfolio
- Manageable Draw Downs
“You don’t need to be rich to start. You need to start to become rich.”
Explore the "Rule-Based" Portfolio Strategies
Logic Max
Logic Max is an actively managed portfolio designed for a medium- to long-term investment horizon, with the objective of substantially outperforming a traditional S&P 500 buy-and-hold strategy while accepting higher volatility and drawdowns.
Key Features
- Goal: Outperform S&P 500
- Invest only in: SPXL and BOXX
- Trade Freq: 3 - 5 trades monthly
- Execution: Signal based
- Total Return: 28,417%
- Annual Return (CAGR): 38.22%
- Maximum Drawdown: 31.11%
- Sharpe Ratio: 1.25
- Risk Level: Medium - High
Logic Core
Logic Core is an actively managed portfolio designed for a medium- to long-term investment horizon, with the objective of delivering returns that exceed a traditional S&P 500 buy-and-hold strategy while maintaining significantly lower drawdowns.
Key Features
- Goal: Beat S&P 500 with lower drawdowns
- Invest only in: SSO and BOXX
- Trade Freq: 3 - 5 trades monthly
- Execution: Signal based
- Total Return: 1,706%
- Annual Return (CAGR): 16.03%
- Maximum Drawdown: 18.97%
- Sharpe Ratio: 0.90
- Risk Level: Medium
How to Read Stock Quotes on Yahoo Finance (Step-by-Step Guide)
We often feel overwhelmed when opening a stock page on Yahoo Finance. Using McDonald’s Corporation (MCD) as an example, this video provides a clear framework to understand each section and how investors actually use it.
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Disclaimer: All content on this site is for informational purposes only and should not be considered personalized investment advice. I do not recommend buying, selling, or holding any securities. This website is provided “as is” without warranties regarding accuracy, completeness, or timeliness. Any reliance on its content is at your own risk. I am not a licensed financial advisor, nor is this a solicitation for any fund or security. While I may address general questions, I am not registered to provide personal investment guidance. Past performance does not guarantee future results. All financial decisions are your sole responsibility.