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How I Invest My Own Money

Logic Defensive

Logic Defensive is the rules-based ETF portfolio I trade with my own money. It holds an S&P 500 ETF (SPY or VOO) and moves into a Treasury bill ETF (SGOV or BOXX) when the trend turns down, aiming for returns close to the S&P 500 with much smaller drops.

MeasureLogic Defensive*S&P 500
Annual return (CAGR) +12.09% +10.99%
Max drawdown −18.90% −55.25%
Sharpe ratio 0.88 0.41
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Simulated growth of $1,000*
$0 $2k $4k $6k $8k $10k 2007 2011 2015 2019 2023 2026

Logic Defensive $9,604 S&P 500 $7,893

*Simulated since 2007, live trading since 2026. Logic Defensive figures leave out dividends; S&P 500 figures include them. Past performance does not guarantee future results. Not investment advice.

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