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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 FIXED INCOME (1-ETF) ROTATION Strategy" consistently selects the optimum ETF from a 53-ETF Fixed Income universe, always moving into the most advantageous position, as determined by economic and market conditions as well as assessment of each ETF in the universe. Holding just one ETF, this strategy remains our most conservative choice because of its very low maximum drawdown of only about -9% since inception. The "Fixed-1" strategy is most appropriate for investors who wish to achieve near straight-line, upward-sloping returns with excellent performance for a fixed-income-based rotation strategy. This strategy has an annual return of about 15% since inception and includes an average dividend of about 4%, with very minimal drawdowns.

Note: Our shortened designation for this strategy is: "FIXED-1"



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FIXED INCOME ROTATION (1-ETF ) STRATEGY

Preview Data

SUMMARY PORTFOLIO 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 selects the optimal Fixed Income ETF at any point in time and holds just one position. There are no leveraged positions, and this approach has the lowest maximum drawdown (MDD) of any of our strategies, at -9% for a 3-day period in late-2016. Otherwise, the average peak-to-trough downturn during a given year is about -2.6%. On average, this strategy makes fewer than two trades each year, so ease of use is exceptional.

 

 


 
 

 

 

FIXED INCOME ROTATION (1-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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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.

 

 

FIXED INCOME ROTATION (1-ETF ) STRATEGY

PERFORMANCE CHART SINCE INCEPTION (July 1, 2009)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the Vanguard Total Bond Market ETF ETF (BND). 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.

 

 

FIXED INCOME ROTATION (1-ETF ) STRATEGY

PERFORMANCE CHART - LAST 12 MONTHS

NOTE: The blue line shown as the benchmark is a buy-and-hold of the Vanguard Total Bond Market ETF ETF (BND). The red line shows 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 strategy charts and 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.

 

 

FIXED INCOME ROTATION (1-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.

 

FIXED INCOME ROTATION (1-ETF ) STRATEGY

LAST 20 TRANSACTIONS

 

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

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