A carefully crafted quantitative investment strategy can virtually eliminate profit-destroying drawdowns and provide you with dramatically improved performance
– Discover how
Visit our ETF Investment Strategy Profiles to see how each of our quantitative models produces profits continuously – regardless of market conditions.
– See Our Strategies
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.
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
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.
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...)
• 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.
Feb. 20, 2020 – This article provides the results of our investigation into why our models continue to avoid investing in more aggressive ETFs right now. What we found is that our strategies ARE making the CORRECT RECOMMENDATION to be holding more conservative ETFs at this time. The reason is that our indicator analysis revealed that the market is very overextended, as determined by multiple, mutually confirming indicators.
However, this isn't to say that our models won't change positions entirely this weekend and hold aggressive ETFs across the board. On the other hand, the models may move to 100% Defensive or Cash-proxy ETFs if they detect that the underlying drivers of market prices are rolling over and a significant downturn lies directly ahead. So let's take a look at what the indicators that determine our model's positions are saying now…
To learn more about the exceptional performances of our quantitative strategies, see this recent 'Inside Secrets of Investing' Blog article.
I just wanted to express my gratitude and share a quick note to let you know that you guys are doing a really astounding job. I firmly believe that consistency, discipline, rationality and being emotionless are fundamental prerequisites in order to achieve sustainable success in today´s complex investment marketplace.
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.
Flower Mound, TX
After being a subscriber for 14 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!