ETF OPTIMIZE

High-Performance, Low-Cost ETF Investment Strategies

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Why Systematic Investing?

An AI-driven, 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 consistently produce profits – regardless of market conditions.
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'ETFOptimize Insights' Market Report

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

The ETFOptimize Advantage

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

What We Do

ETFOptimize provides self-directed investors and professional money managers with high-performance, systematic ETF investment strategies available by either low-cost subscription or in basis points (for licensed security managers), based on AUM. Since 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 at 30%, while Maximum Drawdowns are reduced to an average of just -13%. Collectively, our strategies have produced 92 of 92 (100%) consecutive years of live profitability – never experiencing a loss.

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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 performance stats for ETFOptimize and our suite of strategies:

Average Annual Return %, All Premium Models

Maximum Drawdown %, Avg Annual, All Premium Models

Percentage of Winning Years, 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 $7.8 trillion moving into index-based Exchange Traded Funds (ETFs) in 2020 alone.

Trillions of Dollars Invested in ETFs in 2020

Billions of Dollars Withdrawn from Mutual Funds in 2020

Trillions of Dollars 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!

Team's Years of Strategy Design Experience

Years Providing Online Systematic Strategies

Thousands of 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 a truly innovative investment approach and state-of-the-art technological resources applied to the challenges of noisy, volatile financial markets.

ETFOptimize is a pioneer in designing rules-based, algorithmic investment strategies for self-guided investors. What makes our strategies unique and so successful is that we have isolated more than 50 uncorrelated indicators 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. The ETFOptimize Premium Strategies have an Annualized Return of about 30% since inception (ranging from 15% to 91%, depending on the model) and collectively, the ETFOptimize Premium Strategies have been profitable for 92 consecutive years (100%) since inception, beginning in July 2000.

• EXCEPTIONAL RISK-ADJUSTED RETURNS: Each of our quantitative models has been carefully crafted from a handful of indicators selected from more than 50 different data series. These indicators are built into composites that determine the appropriate market exposure and the optimum ETF(s) to own at any time, based on their assessment of risk. The result is a consistently robust performance and significantly lower drawdowns. The ETFOptimize Premium Strategies have an average Risk-Adjusted Return (Sortino ratio) across all models of 2.33 (compared to the S&P 500 at 0.73), and also have an avg. Alpha of 21.59%.

• ELIMINATE SIGNIFICANT LOSSES: Our algorithmic strategies analyze a wide range of data series to identify times of increased risk, determine the appropriate market exposure, and select the 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 2.33, compared to the S&P 500 at 0.55 (423% better) since inception.

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, rules-based investment system.

Bull Market Prevails... For Now

BOTTOM LINE: The bull-market uptrend that began in March 2009, with renewal in March 2020, remains intact. However, with the market now significantly over-extended, there are significant concerns ahead.

The head-spinning, COVID-related, -34% selloff for the S&P 500 in late-February and March this year, caused by the pandemic-driven worst economic conditions since the Great Depression, was alleviated by unprecedented Federal Reserve market manipulation. Nevertheless, in the real economy, millions of businesses were forced to shut down by the natural disaster dubbed 'COVID-19.' Many of those businesses are shutting down again now as the virus spreads prolifically. Many of those small companies will never return... (Continue reading...)

To learn more about the ability of our quantitative strategies to excel during all market conditions,
see our detailed Investment Strategy Profiles:
View Strategies...