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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 "Optimal Equity Rotation (2-ETF) Strategy" consistently rotates its two holdings into the optimum equity-based ETFs at any given time, whether conditions are bullish, bearish, or during volatile, sideways markets. The strategy holds two ETFs simultaneously. This strategy selects ETFs from a universe of 196 standard-long equity ETFs and 11 leveraged-long equity ETFs. There are no 3x-leveraged ETFs or inverse ETFs  used in this strategy. The ETFs selected are determined by our mechanical, rules-based market-assessment system.

This strategy boasts a compound annual growth rate of about 35% (an average annual return that is more than quadruple the average annual return of the S&P 500) and an average of about 66% winning trades. Since 2006 (when the majority of ETFs in the universe from which it selects were available), the Optimal Equity Rotation 2-ETF Strategy outperformed its S&P 500 benchmark in 10 of 12 years by an average of 21.91% and by as much as 66% in 2010, when the market gained 15.06% and this strategy gained 81.36%.

Note: Our shortened designation for this strategy is: EQUITY-2

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OPTIMAL EQUITY ROTATION-2 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.

OPTIMAL EQUITY ROTATION (2-ETF) STRATEGY

This strategy holds the two optimal equity-based ETFs at any given point in time. When appropriate, this strategy selects leveraged (2x) long ETFs to maximize gains.This strategy is one of our most aggressive and is appropriate for investors comfortable with the slightly higher relative volatility that can occur with leveraged positions.

 

 

 

 
 

 

 

OPTIMAL EQUITY ROTATION (2-ETF) 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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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.

 

OPTIMAL EQUITY ROTATION (2-ETF) STRATEGY

PERFORMANCE CHART SINCE INCEPTION (July 1, 2006)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 (large-cap) ETF (SPY). The red line shows the strategy's performance since inception.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription strategy charts and data is updated weekly.

 

 

 

OPTIMAL EQUITY 2-ETF ROTATION STRATEGY

PERFORMANCE CHART - LAST 12 MONTHS



NOTE: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 ETF (SPY). The red line displays the 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 are updated weekly.

 

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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.

OPTIMAL EQUITY ROTATION (2-ETF) STRATEGY

PERFORMANCE STATS - MONTHLY AND YEARLY

 
 
TRADING STATISTICS

 

 

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.

 

OPTIMAL EQUITY ROTATION (2-ETF) STRATEGY

LAST 20 TRANSACTIONS


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


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