ETFOptimize

High-Performance, Low-Cost ETF Investment Strategies

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Why Systematic Investing?

A carefully crafted quantitative investment strategy can virtually eliminate profit-destroying drawdowns and provide you with dramatically improved performance – Discover how

ETF Investment Strategy Profiles

Visit our ETF Investment Strategy Profiles to see how each of our quantitative models produces profits continuously – regardless of market conditions.
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'Optimized Insights' Market Report

Join thousands of investors who regularly turn to our 'Optimized Insights Report' for actionable, insightful market analysis. Discover the market's little-known performance-drivers.

The ETFOptimize Advantage

Discover the secret of how our systematic ETF investment strategies quadruple the return of the market – always selecting the optimum ETF for conditions. – Learn more

What We Do

ETFOptimize provides self-directed investors with high-performance, ETF investment strategies available by low-cost subscription. Since our founding in 1998, our quantitative models have provided many thousands of clients the benefit of steady, market-beating profits regardless of conditions. On average, the collective Annualized Return of our models is more than QUADRUPLE the S&P 500's performance, while Maximum Drawdowns are reduced to an average of just -11.30%. Our strategies have never experienced a money-losing year – collectively, that's 77 of 77 consecutive winning years.

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ETFOptimize has ushered in a new era of profitable ETF investing. Our sophisticated models, which combine macroeconomic assessment, evaluation of market-internals, and fundamental sector/industry measures into a single, comprehensive assessment system, is a first for any financial-services firm of which we are aware.

Each of our investment strategies gives you robust portfolio gains with minimal drawdowns in virtually any market environment. Whether conditions are bullish or bearish, trending higher or lower, the ETFOptimize strategies produce sound gains year after year.*

Below are the impressive average performance stats across our suite of strategies:

% Average Annual Return, All Premium Models

% Winning Years, All Models

% Maximum Drawdown, Avg Annual, All Premium Models

The investment world is in the midst of an enormous transition of historic proportions. This transformation, the most massive migration of money in the history of humankind, is the movement of investors from actively managed products such as individual stocks and mutual funds to passive investments, with $1.4 trillion moving into index-based Exchange Traded Funds (ETFs) in 2018 alone.

Billions of $ Invested in ETFs in 2018

Billions of $ Out of Active Mutual Funds in 2018

Trillions of $ forecast invested in ETFs by 2025

Combining decades of experience in investment-strategy design with today's advanced hardware and software capabilities, since 1998 we have provided investors with highly profitable, subscription quantitative investment strategies. With a combined five decades of experience in the investment industry, our system-designers have constructed an innovative suite of low-risk, high-return ETF-based investment strategies to serve your needs. Visit our ETF Investment Strategy Suite and you're sure to find a strategy that's right for you!

Combined years of strategy designer's investment experience

Years providing systematic investment strategies

Investors served since 1998

Now you can benefit from an honest-to-goodness breakthrough in the world of investing – a legitimate paradigm shift, made possible by the application of an innovative approach and state-of-the-art technological resources to the challenges of noisy, volatile financial markets.

ETFOptimize is a pioneer in designing quantitative, algorithmic investment strategies for self-guided investors. What makes our strategies unique and so successful is that we have isolated 38 different, high-correlation factors derived from multiple time series... (continue reading...)

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• CONTINUOUS PORTFOLIO GAINS: Enjoy consistent growth of your assets – whether the market is bullish or bearish – trending higher or lower. Our strategies have an Average Annual Return of about 30% since inception (range of 18% to 64%) and collectively, have been profitable in 77 of 77 years since inception.

• ELIMINATION of SIGNIFICANT LOSSES: Our quantitative ETF-selection models analyze as many as 38 different data series to identify the appropriate market exposure and optimum ETF to own at any given time. The result is a consistently robust performance regardless of the market environment. The ETFOptimize strategies have an average Risk-Adjusted Return (Sortino ratio) across all models of 2.11,* compared to the S&P 500 at 0.73.

• EXCEPTIONAL RISK-ADJUSTED RETURNS: Our quantitative ETF-selection models analyze as many as 38 different data series to identify the appropriate market exposure and optimum ETF to own at any given time. The result is a consistently robust performance regardless of the market environment. The ETFOptimize strategies have an average Risk-Adjusted Return (Sortino ratio) across all models of 2.08,* compared to the S&P 500 at 0.73.

Select an ETFOptimize Premium Strategy that's right for your needs – then experience the confidence and peace-of-mind you'll get from a consistently profitable investment system.

Historic Decline Not Yet Complete

March 27, 2020 – In late February, there was a widespread, simultaneous recognition by investors that the COVID-19 (aka, 'the coronavirus') pandemic that was sweeping the world and would have a significant, negative economic impact. US stocks subsequently sold off at a pace that has set historic records. This weekend, investors find themselves a little over one month out from the beginning of that selloff – and we can make a few assessments from this distance.

An all-time daily closing high (ATH) in the S&P 500 (SPY) was set on February 19 at 336.36, and the closing low of the selloff (to-date) occurred on March 23 at 222.95 – a decline of -33.72%. Since that near-term low, the S&P 500 then surged about 17% over three days from Tuesday to Thursday (March 24-26) last week. However, investors should not chase this short-term rally, as it only amounts to an oversold bounce – one that is likely to lure many speculative novices to more financial losses, in a market that may already be heading lower.

To learn more about the exceptional performances of our quantitative strategies, see this recent 'Quick Look' Report example article.
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