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Discover How the ETFOptimize Strategies Attain Outstanding Returns


 

Introduction to the ETFOptimize Investment Approach




Our Introduction section is your entrance to the ETFOptimize approach to investing. We'll share with you the advantages of Exchange Traded Funds (ETFs) and why they are becoming the go-to choice for investors the world over. You'll learn the clear superiority of systematic investing, and how the ETFOptimize Investment Strategies offer you an investing breakthrough with a sophisticated approach that provides minimal drawdowns and extraordinarily high risk-adjusted returns. You'll learn how we incorporate a unique, breakthrough technology to achieve consistently profitable, robust performance regardless of the market environment – whether bullish, bearish, flat or turbulent.  To get started, just click a title below:

 

Why Investors are Choosing ETFs Over Stocks and Mutual Funds

Exchange Traded Funds (ETFs) are similar to mutual funds, but they trade on exchanges just like a stock. However, unlike most mutual funds that depend on the manager's stock-selection capabilities, ETFs are based on market indices such as the Dow Industrial Average (DIA), the S&P Technology Sector (XLK), or Russell 2000 , small-cap stock (IWM). Continue reading this article...

 


A Historic, Generational Shift in the Investment World

Most individual investors remain unaware that the investment world is in the midst of a generational shift of herculean proportions; a change that is no less than the most massive, fastest transfer of wealth in human history. Continue reading this article...

 

The Benefits of Systematic Investing

A systematic, quantitative investment strategy can provide you with many advantages over the traditional, discretionary approach to selecting investments. This article will delve into the reasons why investors from all walks of life are embracing systematic investing, and why ETFOptimize is dedicated to this approach for the models in our ETF Investment Strategy Suite.  Continue reading this article...

 

 

The ETFOptimize Advantage

The ETFOptimize Advantage

Now you can take advantage of an honest-to-goodness breakthrough in the world of investing – a legitimate paradigm shift, made possible by the application of an innovative approach, using state-of-the-art technological resources, to the challenges of volatile financial markets.  Continue reading this article...



AN INVESTMENT STRATEGY THAT'S RIGHT FOR YOU

We offer a variety of ETF-based Investment Strategies, designed to meet the investment objectives and risk tolerances of a wide spectrum of investors. Each model strategy is a discrete product so that you don't have to pay an exorbitant amount to subscribe to a collection of a dozen portfolios – 11 of which you probably won't use. Investors can choose the strategy that is most appropriate for their financial objective and risk tolerance, or combine several strategies to harvest uncorrelated profits.

The objective of each portfolio is to achieve consistent, exceptional annual returns with minimal drawdowns so investors can be confident that their hard-earned nest egg is steadily growing each and every year (regardless of the performance of the overall stock market).

Each of our strategies have Two Performance Objectives:

1) Profitable Outcome: Our objective is that each strategy is profitable every year. Simply beating a poor-performing benchmark is not acceptable when the market experiences a -36% downturn (such as during 2008) and your strategy loses money, too. Therefore, we also put significant emphasis on each portfolio being profitable each and every year - even years such as 2008 when the market and virtually all asset classes collapsed simultaneously. How do we achieve this goal? Depending on the strategy, there is either an automatic rotation into cash (or a cash proxy ETF) or into an ETF that works moves in the opposite direction when equities are declining. This could be fixed income, it could be gold, or could be an un-leveraged inverse ETF.

2) Outperformance: Each strategy should outperform both its benchmark and the S&P 500 every year. While it is worthwhile to target outperformance of a benchmark, the choice of that benchmark can sometimes give asset managers undeserved credit if the benchmark is a poor performing index. For this reason, we choose the best performing, most closely correlated benchmark to each strategy and we also seek to outperform the S&P 500 index – the most well-known and widely used market benchmark.

 

FOLLOWING OUR STRATEGIES IS EASY AND EXCEPTIONALLY PROFITABLE

ETFOptimize makes investing with ETFs easy and exceptionally profitable. Our model portfolios feature minimal drawdowns, only a handful of trades per year, and a high percentage of winning trades. Our subscription model portfolio-strategies achieve steady, robust compound annual growth of between 15%–50% per year. By trading just a handful of times each year and rotating funds to the optimal ETF at the optimal time, returns are dramatically improved over discretionary stock picking or a passive, buy-and-hold approach using an index ETF.

Our model portfolios are remarkably easy to use because they hold only 1-3 positions with an average of just 5-10 trades per year. Because they hold hundred or even thousands of stocks, ETFs are inherently diversified and there is no reason to hold more than one or two if you are always rotating into the most favorable one. Our portfolios pr-actively adapt to current economic conditions and rotate the ETF(s) held in the portfolio so they achieve the highest return. With ETFs, there's no reason to hold a large number of positions as a method to avoid drawdowns.

Each week we rebalance our portfolios and send subscribers a notice of the trade signals for the portfolio to which they have subscribed. All trades are executed at the market open on Monday's and our entry and exit prices are adjusted to match yours at the market open. Each portfolio includes commissions and dividends in the return calculations. In this way, subscriber's returns closely match our model's returns and the historical returns you see featured on this website are always reliable and accurate.

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