ETF Investment Strategy Preview

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

High-Performance ETF Strategy Menu

SELECTION INSTRUCTIONS: How you react to downside volatility is, perhaps, the most consequential factor that determines your long-term investing success. You may believe, with 100% confidence, that you won't second-guess a rules-based strategy's...

Strategies Listed in Order of Recommended Experience Level (lowest on top-left):

Fixed income-1

(1 ETF) Strategy – Conservative Gains w/Dividends

Annual Return: 15.82%
Max Drawdown: -7.71%
Risk-adjusted Ratio (Sharpe): 1.41
Risk-adj'd Ratio (Sortino): 2.74
Rec'd. Experience Level: ANY
Subscription: $19/mo

Consistent profitability, with a near-straight-line 15% AR and max-DD of only -7.17% since inception...

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

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

Annual Return: 24.06%
Max Drawdown: -21.21%
Risk-adjusted Ratio (Sharpe): 1.56
Risk-adjusted Ratio (Sortino): 2.23
Rec'd. Experience Level: ANY
Subscription: $19/mo

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

Asset Allocation-2-4:Equity/Fixed Income

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

Annual Return: 29.47%
Max Drawdown: -22.82%
Risk-adjusted Ratio (Sharpe): 1.48
Risk-adjusted Ratio (Sortino): 2.16
Rec'd. Experience Level: Medium
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: 35.25%
Max Drawdown: -26.33%
Risk-adjusted Ratio (Sharpe): 1.45
Risk-adjusted ratio (Sortino): 2.13
Rec'd. Experience Level: Higher
Subscription: $19/mo

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

S&P 500 Aggressive-1

Dynamically-Leveraged Bull/Bear Combination (1 ETF)

Annual Return: 28.50%
Max Drawdown: -25.55%
Risk-adjusted Ratio (Sharpe): 1.46
Risk-adjusted Ratio (Sortino): 1.97
Rec'd. Experience Level: High
Subscription: $19/mo

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

Since 1998, providing individual investors and investment advisors with high-performance, ETF-based investment strategies, available by subscription and accompanied by actionable Wall Street-caliber research and analysis.

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