ETF Optimize


High-performance ETF Investment Strategies


Visit our ETF INVESTMENT STRATEGIES


A Generational Shift in the Investment World

Discover Modern ETF Investing

There is an exciting, herculean transformation taking place in the investment world that will soon affect you - if it hasn't already!

ETF Investment Strategy Suite

ETF Investment Strategies

Visit our suite of ETF Investment Strategies to explore our quantitative systems that produce profits in all markets.

'Optimized Market Profits' Report

'ETFOptimize Insights'

Each week, hundreds of investors turn to 'ETFOptimize Insights' for timely, insightful market analysis.

Explore the Many Advantages of ETFs

The ETFOptimize Advantage

Learn the unique drivers of our systematic investment strategies, choosing the optimum ETF to hold at the optimum time.

What We Do


ETFOptimize offers systematic investment strategies that rotate to the optimum ETF at the optimum time for all types of market conditions. On average, our strategies produce more than triple (3.6x) the market's return and reduce drawdowns by -70%, all the while never experiencing a money-losing year since inception.


Visit our Selection of ETF INVESTMENT STRATEGIES

Achieve Your Investment Goals


ETFOptimize has ushered in a new era of profitable ETF investing. Our sophisticated models, which combine macroeconomic assessment, evaluation of market-internals, and fundamental stock analysis into a single, comprehensive system, is a first for any investment firm of which we are aware. Our turnkey, subscription strategies give you with uncomparably robust portfolio gains and minimal drawdowns in virtually any market environment – whether bullish, bearish, or sideways and volatile.

Below are the impressive average performance stats across our suite of strategies:

10-Year Avg Return %

12-Month Avg Return %

Avg Max Drawdown %

The investment world is in the midst of an enormous transition of historic proportions. This transformation, the most massive migration of money in the history of humankind, is the movement of investors from actively managed products such as individual stocks and mutual funds to passive investments, with $1.4 trillion moving into index-based Exchange Traded Funds (ETFs) in 2017 alone.

Billions of $ Invested in ETFs in 2017

Billions of $ Out of Active Mutual Funds in 2017

Trillions of $ forecast invested in ETFs by 2025

Combining decades of experience in investment-strategy design with today's advanced hardware and software capabilities, since 1998 we have provided investors with highly profitable, subscription quantitative investment strategies. With a combined five decades of experience in the investment industry, our system-designers have constructed an innovative suite of low-risk, high-return ETF-based investment strategies to serve your needs. Visit our ETF Investment Strategy Suite and you're sure to find a strategy that's right for you!

Combined years of strategy designer's investment experience

Years providing systematic investment strategies

Investors served since 1998

The ETFOptimize Advantage

Now you can benefit from an honest-to-goodness breakthrough in the world of investing – a legitimate paradigm shift, made possible by the application of an innovative approach and state-of-the-art technological resources to the challenges of noisy, volatile financial markets.

ETFOptimize is a pioneer in designing quantitative, algorithmic investment strategies for self-guided investors. What makes our strategies unique and so successful is that we have isolated 28 different, high-correlation factors derived from time series... (continue reading...)

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The Benefits of Using an ETFOptimize Strategy

• Enjoy consistent portfolio growth – whether the market is bullish, bearish, or sideways and volatile. Our strategies have an average return of 29% over the last 10 years and an average 45% return in 2017 (when our top strategy produced a 79% return).
• You'll no longer need to be concerned when the market enters a downturn; your strategy will have already switched to positions that are earning profits by the time most investors realize the danger (our portfolios have never experienced a money-losing year).
• You'll take advantage of an automatic/systematic assessment of dozens of economic and market indicators 'behind the scenes,' providing you with profitable trades month after month, year after year.
• Our strategies hold just 1-4 securities - making management easy, yet you'll still obtain abundant diversity (because each ETF represents hundreds or thousands of stocks).
• Low Turnover – on average, trades occur with 2-6 months between transactions and Low Drawdowns – less than 1/4 the drawdowns of market indices.

Insightful Market Analysis and Actionable Ideas


March 29, 2018

ARE WE ON THE CUSP OF A BEAR MARKET?

The week of March 18-24, US stocks suffered their worst five sessions in more than two years as blue-chips in the S&P 500 Index (SPY) fell by -5.95%. Surprisingly, that week was not as unusual as it would've been at any other time. That's because, according to the CBOE, the last few months have been the most volatile on record!

With prices going nearly parabolic in January and becoming extremely overextended – based on what FactSet says was the fastest pace of earnings-estimate increases on record, those overextended conditions corrected violently with the most rapid expansion in the CBOE volatility index ($VIX) in history.

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