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Note: This Strategy Preview Page shows a highly edited version of the Premium Strategy Page that subscribers can access. The purpose of this page is to give you an example of the information that is provided for each ETFOptimize Premium Strategy. The un-edited information presented on this and other Preview Pages is actual data that is updated once per month. All subscription, Premium Strategies are rebalanced each weekend and the Current Positions, performance details, and all charts and data are updated each week.

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STRATEGY DESCRIPTION

Our "ASSET ALLOCATION: Optimal Equity & Fixed-Income 4-ETF Optimal Combination Strategy" holds a combination of the two optimum ETFs from each of two asset classes - Equity and Fixed Income - for a total of four positions held simultaneously in a 70:30 ratio, with the majority weighting placed on the Equity ETFs. The strategy holds four ETFs simultaneously.

This strategy has a compound annual growth rate of about 28% since inception and has gained about 48% in the last year. Holding two ETFs from each asset class (total of four) provides more diversification, less overall volatility and a smoother equity curve than strategies with fewer positions. There are no inverse ETFs used in this strategy, however, in powerful uptrends, the strategy may select leveraged (2x) ETFs if they are the optimum choices at that time.

Note: Our shortened designation for this strategy is: "AA-2-4: EQ-FIXED"

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ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY

Preview Data

SUMMARY STRATEGY RESULTS

Note: The data and results shown on this Strategy Preview page are updated once per month. Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.


This strategy holds four ETFs, a combination of the two optimal Equity ETFs and two optimal Fixed Income ETFs at any given time. The result is very powerful performance with minimal drawdowns and a portfolio that actually produces gains when market benchmarks are declining (as in 2008-2009).

 



 
 

 

ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY

MOST RECENT CHANGES

Strategies are updated each week, and if holdings are changed, those details are posted at this location on the page.
Otherwise, the last change remains posted along with its date, shares, and links to more details.

* Click on each ETF's ticker in the above table to open an external page of news, charts and statistics.

 

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CURRENT POSITIONS

DETAILS



 


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Preview Data

EQUITY CURVE CHARTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY


PERFORMANCE CHART SINCE INCEPTION (July 1, 2006)

NOTE: The blue line shown as the benchmark is a buy-and-hold of a 70% Equity and 30% Fixed income combination. The red line is the Asset Allocation 2-4: Equity & Fixed Income (4 ETF) Strategy's performance since inception.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription charts and all data is updated weekly.

 

 

ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY

PERFORMANCE CHART (LAST 12 MONTHS)

NOTE: The blue line shown as the benchmark is a buy-and-hold of a 70% Equity and 30% Fixed income combination. The red line is the Asset Allocation 2-4: Equity/Fixed Income (4 ETF) Strategy's performance for the last 12 months.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription charts and all data is updated weekly.



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Preview Data

KEY STATISTICS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY


PERFORMANCE STATS - MONTHLY AND YEARLY

 
 
RISK MEASUREMENTS

 

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TRANSACTIONS / CLOSED POSITIONS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription Strategy (paid) pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY

LAST 20 TRANSACTIONS

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ASSET ALLOCATION:
OPTIMAL EQUITY / FIXED INCOME (4 ETF) COMBO STRATEGY


REALIZED (CLOSED) POSITIONS (JULY 1, 2006 - Present)

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