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Investment Strategy Profiles

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High-Performance / Low-Risk, ETF-based Investment Strategies

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PERFORMANCE: The ETFOptimize Investment Strategies utilize passive, index-based Exchange Traded Funds (ETFs), but then add a slight bit of trading activity (an average of just three trades per year) as they optimize for changes in the market's regime – from expansion to correction, correction to contraction and back to expansion – always anticipating stock-market directional changes and rotating to the  perfect ETF to hold for current and intermediate-term conditions, thereby optimizing performance and minimizing risk. No other service automatically analyzes as many critical market drivers – giving you unprecedented performance with exceptional peace-of-mind.

As a result of adding this slight activity, you get dramatically improved performance – on average, nearly quadruple the return of the S&P 500 with less than one-third of its drawdowns during market sell-off's. During long, contractionary periods such as the Financial Crisis, many of our strategies will provide you with robust gains while your fellow investors are losing substantial sums of money. Take advantage of our leading-edge, automated systems that give you robust performance with downside protection. (Continue reading to learn more about our strategy's performance)...

Strategies are Listed in Order of Recommended Experience Level

SELECTION INSTRUCTIONS: The ETFOptimize strategies provide you with a nearly foolproof way to invest over large spans of time with minimal risk and exceptionally high return. Market declines are reduced to less than one third, and our strategy's average performance is nearly quadruple that of the S&P 500. However, there is one very consequential factor that will determine your long-term investing success – and the strategy you choose will play a significant role in your relationship to this factor. Therefore, we use a well-regarded measure of a strategy's... (continue reading)...

Fixed income-1

(1 ETF) Strategy – Conservative Gains w/Dividends

Annual Return: 13.79%
Max Drawdown: -9.71%
Risk-adjusted Ratio (Sortino): 2.32
Risk Rank:#1 (Least amount of risk)
Rec'd. Experience Level: No exp req'd
Subscription: $15/mo

Consistent profitability, with a near-45-degree-straight-line 15% Annual Return and max-DD of only -9.17%...

Asset Allocation-2-2: S&P 500-Multi/Fixed Income-2

ASSET ALLOCATION: Dynamically Levered S&P500 / Fixed Income (2 ETF) Combination

Annual Return: 26.96%
Max Drawdown: -21.49%
Risk-adjusted Ratio (Sortino): 2.22
Risk Rank: #2 (2nd lowest risk)
Rec'd. Exp. Level: 1 year or more
Subscription: $19/mo

A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...

S&P 500 Aggressive-1

Dynamically-Leveraged Bull/Bear Rotation (1 ETF) Strategy

Annual Return: 30.56%
Max Drawdown: -25.55%
Risk-adjusted Ratio (Sortino): 2.14
Risk Rank: #3 - (3rd lowest risk rank)
Rec'd. Experience Level: 2 Years +
Subscription: $19/mo

Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...

Asset Allocation-2-4:Equity/Fixed Income

ASSET ALLOCATION: Optimal Equity & Fixed Income (4 ETF) Combination

Annual Return: 29.10%
Max Drawdown: -22.17%
Risk-adjusted Ratio (Sortino): 2.14
Risk Rank: #4 - (higher volatility)
Rec'd. Experience Level: 2 Years +
Subscription: $19/mo

This two-asset strategy combines two optimum Equity ETFs with two optimum Fixed-Income ETFs at any given time...

Equity Rotation-2

Dynamically Leveraged Long Equity (2 ETFs)

Annual Return: 33.56%
Max Drawdown: -26.19%
Risk-adjusted ratio (Sortino): 2.12
Risk Rank: #5 - (most volatility)
Rec'd. Experience Level: 2-3 Years +
Subscription: $19/mo

Using standard and leveraged Equity ETF's, this strategy produces our highest returns with relatively mild declines...

More Strategies
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