ETF Optimize

High-performance ETF Investment Strategies


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Why Systematic Investing?

A carefully crafted systematic investment strategy can 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 investors with easy-to-use ETF-based investment strategies that achieve steady, exceptional profits regardless of market conditions. Drawdowns are reduced by more than 70%, and the average annual return is more than quadruple the market's return. Our strategies have been profitable in 100% of years (66 of 66 years, collectively), with each of our four premium strategies outperforming the S&P 500 every year since inception (48 of 48 years).

Visit our Selection of High-Profit 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 Ann Max Drawdwn %

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 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% for our most conservative to most aggressive strategy) 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 (an avg. Sharpe ratio of .*

• OUTPERFORMANCE: The premium 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 (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 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

Insights Market Analysis: Using quantitative analysis to assess market opportunities

The Coming Earnings Slowdown (That's Nowhere to Be Found)

Pundits spent the month of October, fishing for clicks as the market languished, by devising a sizable list of reasons a slowdown was imminent and was the source of the selloff. These rationales included the 'Trump trade war,' the Fed hiking too aggressively, a strengthening dollar, declining car sales, higher labor and raw materials costs, the slowing of China's domestic economy, an oversupply of oil, slowing home sales. However, the one factor that is perhaps the most tangible is that there will definitely not be another massive, US corporate tax cut in 2019 to match the one in 2018.

Our firm focuses on building high-profit, quantitative investment strategies based on various combinations of as many as 38 fundamental data series, and we maintain a disciplined avoidance of the investment industry's rampant use of 'expert opinion' to fuel discretionary investment decisions. Instead, we advise investors to rely 100% upon carefully crafted, quantitative indicators that provide high-probability signals in our high-performance investment strategies.

In many instances, these key indicators provide investors with very different information that what they might be reading in the financial media or hearing from the 'experts' on television. In fact, according to one of our key indicators – our Progressive-Blend Earnings Composite (PBEC) – at this time there is no reason to fear an imminent slowdown in earnings at all. In this article, we will break down our PBEC into its past, present, and future components to demonstrate that objectively, signs of an earnings slowdown in the coming months – so far – are nowhere to be found.

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