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 moving to the optimum ETF to hold for current and future conditions. No other service automatically analyzes this many critical market drivers – giving you (no hyperbole here) unprecedented performance with peace-of-mind.
As a result of these minimal trades, you get dramatically improved performance – on average, more than five times the return of the S&P 500 with less than one-third of its drawdowns during corrections and bear markets. During long, contractionary periods such as the Financial Crisis, many of our strategies will give you robust gains while other investors are losing substantial sums. 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)...
SELECTION INSTRUCTIONS: How you react to downside volatility is, perhaps, the most consequential factor that determines your long-term investing success. Therefore, we use a well-regarded measure of a strategy's downside risk to (continue reading)...
Annual Return: 13.79%
Max Drawdown: -7.71%
Risk-adjusted Ratio (Sortino): 2.32
Risk Rank: 1 - (lowest)
Rec'd. Experience Level: ANY
Consistent profitability, with a near-45-degree-straight-line 15% Annual Return and max-DD of only -9.17%...
Annual Return: 26.96%
Max Drawdown: -21.48%
Risk-adjusted Ratio (Sortino): 2.22
Risk Rank: 2 - (2nd lowest)
Rec'd. Experience Level: Not Beginner
A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...
Annual Return: 30.56%
Max Drawdown: -25.55%
Risk-adjusted Ratio (Sortino): 2.14
Risk Rank: 3 - (3rd lowest)
Rec'd. Experience Level: Medium
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...
Annual Return: 29.10%
Max Drawdown: -22.17%
Risk-adjusted Ratio (Sortino): 2.13
Risk Rank: 4 - (4th lowest)
Rec'd. Experience Level: 2+ Years
This two-asset strategy combines two optimum Equity ETFs with two optimum Fixed-Income ETFs at any given time...
Annual Return: 33.56%
Max Drawdown: -26.33%
Risk-adjusted ratio (Sortino): 2.05
Risk Rank: 5 - (highest)
Rec'd. Experience Level: 5+ Years
Using standard and leveraged Equity ETF's, this strategy produces our highest returns with relatively mild declines...
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