Why Systematic Investing?
A carefully crafted systematic investment strategy can eliminate profit-destroying drawdowns and provide you with dramatically enhanced performance. – Discover how
ETF Investment Strategy Profiles
Visit our ETF Investment Strategy Profiles to see how each of our quantitative models continuously produce profits – regardless of market conditions.
– See Our Strategies
'Optimized Insights' Market Report
Join thousands of investors who regularly turn to our 'Optimized Insights Market Report' for actionable, insightful market analysis. Discover the market's secret performance-drivers.
The ETFOptimize Advantage
Discover the secret of how our systematic ETF investment strategies nearly quadruple the return of the market – always selecting the optimum ETF for conditions. – Learn more
What We Do
ETFOptimize provides individual investors and investment advisors with subscription, ETF-based investment strategies that achieve continuous, exceptional profits regardless of market conditions. Drawdowns are reduced by more than 70% and the average annual return is nearly quadruple the market's return. Our strategies top the performance of the S&P 500 in 95% of all years – with an average outperformance of 17% per year – each of our strategies is profitable every year since inception (57 of 57 consecutive winning years).*
Visit our Selection of ETF INVESTMENT STRATEGIES
A Modern, Systematic Approach to Investing
ETFOptimize has ushered in a new era of profitable ETF investing. Our sophisticated models, which combine macroeconomic assessment, evaluation of market-internals, and fundamental stock analysis into a single, comprehensive assessment-and-signals system, is a first for any financial-services firm of which we are aware. Our turnkey, subscription strategies give you robust portfolio gains with minimal drawdowns in virtually any market environment – whether bullish, bearish, or sideways and volatile.
Below are the impressive average performance* stats across our suite of strategies:
10-Year Avg Return %
12-Month Avg Return %
Avg Max Drawdown %
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 2017 alone.
Billions of $ Invested in ETFs in 2017
Billions of $ Out of Active Mutual Funds in 2017
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
The ETFOptimize Advantage
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 28 different, high-correlation factors derived from time series... (continue reading...)
ETFOptimize Strategy Benefits
• CONTINUOUS PORTFOLIO GROWTH: Enjoy consistent portfolio growth – whether the market is bullish, bearish, or sideways and volatile. Our strategies have an average return of 26.79% since inception (with a range of 13% to 36%) and an average 2017 performance of 44% (with our top strategy producing a 64% return). The objective of each approach is to attain steady, exceptional growth in all variety of economic and market conditions. This results in outstanding risk-adjusted returns.*
• OUTPERFORMANCE: The ETFOptimize strategies outperformed their benchmarks (such as the S&P 500) in 46 of 48 years – by an average of 22.51% per year.*
• SIGNIFICANT DRAWDOWNS ARE ELIMINATED: When a selloff or bear market strikes, your strategy has already switched to the optimum ETF and is logging profits. Drawdowns (peak to trough decline) are reduced to less than 30% of the S&P 500 or nearest benchmark's worst decline. Perhaps best of all, our strategies have been profitable every year since inception (57 of 57 consecutive years) and some strategies even produced their best performances during the Financial Crisis.*
• EXCEPTIONAL RISK-ADJUSTED RETURNS: Our sophisticated, quantitative ETF-selection systems analyze 28 different data series to identify the optimum ETF to own at any given time. The result is robust performance regardless of the market environment. With upside performance significantly increased and drawdowns dramatically reduced, the ETFOptimize strategies may produce the most consistent, highest Risk-Adjusted Returns you have ever seen for an investment strategy.*
*Past performance is not necessarily indicative of future returns
ARE WE ON THE CUSP OF A BEAR MARKET?
The week of March 18-24, US stocks suffered their worst five sessions in more than two years as blue-chips in the S&P 500 Index (SPY) fell by -5.95%. Surprisingly, that week was not as unusual as it would've been at any other time. That's because, according to the CBOE, the last few months have been the most volatile on record!
With prices going nearly parabolic in January and becoming extremely overextended – based on what FactSet says was the fastest pace of earnings-estimate increases on record, those overextended conditions corrected violently with the most rapid expansion in the CBOE volatility index ($VIX) in history.
What our subscribers are saying...
I have been a subscriber for a long time (since March 2006). In the past I tried many services, but yours is outstanding. The quality of the picks, the attention to managing trades and the clear and deeper insights on the market and economy in its whole, makes this the best investment service in the business!
All the strategies are easy to follow and tracked very accurately. This kind of integrity is hard to find in the finance world. Subscribers can easily replicate the performance. Thank you so much for making this service available to the average investor.
After being a subscriber for 4 years, my taxable accounts have faired much better than my retirement account, because I manage the taxable accounts according to your models. The combination of market timing and huge upside for your picks makes this an easy choice for me. I'm staying!