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 data items, with each variable’s name and description.
Courses
Video courses that walk you through the ideas behind rules-based investing, 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)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.