Rule-based, robust & transparent
investment solutions

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.

Enhanced Permanent Portfolio Performance (Year To Date +15.57%)

The Enhanced Permanent Portfolio 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.

BLUE: Rational-Invest Enhanced Permanent Portfolio 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

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