ETF Optimize


High-Performance 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 Suite

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 Market Profits' Report

'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.

Explore the Many Advantages of ETFs

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 self-directed investors with turnkey, ETF-based investment strategies available by low-cost subscription. Since our founding in 1998, our quantitative models have achieved steady, exceptional profits regardless of market conditions. Reducing maximum drawdowns to less than 1/3 of what the market experiences, the average annual return across our strategies is more than quadruple the market's performance over the same period. All models have been profitable in 100% of years since inception (66 of 66 years, collectively) and outperformed the S&P 500 in 98% of those years.


VISIT OUR 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 sector/industry measures into a single, comprehensive assessment 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 the market is bullish or bearish, trending higher or lower, the ETFOptimize strategies produce a sound profit* year after year.

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

10-Year Avg Return %

12-Month Avg Return %

Avg Ann Max Drawdn %



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 38 different, high-correlation factors derived from multiple time series... (continue reading...)

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ETFOptimize Strategy Benefits

• CONTINUOUS PORTFOLIO GROWTH:  Enjoy consistent asset growth – whether the market is bullish or bearish. Our strategies have an average Annual Return of 26.79% since inception (with a range of 13% to 75% for our most conservative to most aggressive strategy, respectively) 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.

• SIGNIFICANT DRAWDOWNS ARE ELIMINATED:  When a selloff or bear market strikes, your strategy will switch to the optimum ETF and continue 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 (66 of 66 consecutive years) and some strategies even produced their best 1-year performances during the Financial Crisis.

• EXCEPTIONAL RISK-ADJUSTED RETURNS:  Our sophisticated, quantitative ETF-selection systems analyze 38 different data series to identify the appropriate market exposure and 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.*  In fact, the ETFOptimize strategies have an average Sortino ratio across all models of 2.11.*

• OUTPERFORMANCE:  The ETFOptimize strategies outperformed their benchmarks (such as the S&P 500) in 59 of 66 years – by an average of 22.51% per year!*

*Past performance is not necessarily indicative of future returns


Insights Market Analysis: Using quantitative analysis to assess market opportunities


Ignoring the Nattering Nabbobs of Bear Market Negativism
(Published for subscribers on Dec. 10, 2018)


• The financial media has been painting a very negative picture as the market slumped throughout October and November.

• But despite the negative speculation, the U.S. economy remains sound, with robust trailing and near-term growth statistics.

• So far, the S&P 500 has only experienced a decline of slightly more than -10%, and there are no signs that a bear market is imminent.

For investors who regularly consume the financial media, market activity since early October has been extremely unnerving. The vast majority of "nattering nabobs of negativism," to coin the old Spiro Agnew characterization of the media (in this case, guests on CNBC, Fox Business, or bloggers across the internet), is overwhelmingly packed with bearish interpretations of conditions, despite the fact that stocks have only suffered a relatively minor, superficial wound and the economy remains sound at this point in time. Continue reading about this prescient indicator...

Continue reading...

 

 

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