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
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 low 5-7% volatility and a far-reaching 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 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.
Reference Portfolio performance after all fees
colours = reference to above chart colors
YTD = Year to Date
SI = Since Inception (August 6, 2018)
3M Sharpe = 3 month risk weighted return
Monthly and YTD performances are in USD for ACWI, EUR for DJ600 and CHF for the Permanent Portfolio.
Since inception performance numbers including the above chart are currency adjusted to the reference portfolio base currency (CHF=Swiss Francs) to allow a visual comparison of the performance.