Rational Invest is an independent investment advisor providing asset management solutions through a range of systematic, rule-based investment strategies. Rational Invest was founded in March 2015 and is based in Zürich, Switzerland.
Permanent Portfolio Income Strategy Performance (Year to Date +15.39%)
The Permanent Portfolio Income Strategy is investing in Stocks, Treasuries and Gold with variable allocations depending on the market environments. The goal of the strategy is to achieve a very low <5% volatility and a protection against market corrections and so called “Black Swan” events. The strategy is diversified with the goal to produce positive returns in all market conditions by investing in highly liquid Futures and Options. With a more than 2x higher Sharpe ratio (Risk weighted Return) than the equity market and permanent dividend-like income from option premium, the strategy is the perfect investment for cautious investors.
BLUE: Rational-Invest Permanent Portfolio Income Strategy net performance (reference portfolio after all fees)
GREEN: ACWI – All Countries World Index
VIOLET: Euro Stoxx 600
SI = Since Inception (August 6, 2018)
YTD = Year to Date