ETF Optimize

High-Performance ETF-based 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 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 self-directed investors with high-performance investment strategies available by low-cost subscription. Since our founding in 1998, our quantitative models have provided clients with steady, exceptional profits regardless of market conditions. Reducing maximum drawdowns to less than 1/3 of what the market experiences, the average annual return for all our strategies is more than triple the S&P 500's performance.

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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 average performance stats across our suite of strategies:

Avg Return %

Collective Winning Years %

Avg Ann 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

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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• CONTINUOUS PORTFOLIO GROWTH: Enjoy consistent asset growth – whether the market is bullish or bearish – trending higher or lower. Our strategies have an average Annual Return of 26.79% since inception (range of 18% to 36%) and collectively, have been profitable in 73 of 77 years since inception.

• SIGNIFICANT DRAWDOWNS ARE ELIMINATED: When a hard selloff or bear market strikes, your strategy has already switched to cash or the optimum defensive ETF and continues logging profits. The average annual Max Drawdown (avg. peak to trough decline) is reduced to just -11.50%! That means your portfolio doesn't need to spend years getting back to even after a severe decline, as occurred for millions of investors after the Financial Crisis in 2008-2009. All of the ETFOptimize portfolios were profitable during that recession, producing 250%-plus gains while most investors were struggling to get back to even (0%).

• 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 consistently robust performance regardless of the market environment. In fact, the ETFOptimize strategies have an average Risk-Adjusted Ruturn across all models of 2.11,* compared to the S&P 500 at 0.73.

Select an ETFOptimize strategy that's right for your needs, and experience the confidence and peace-of-mind you'll get from an investment system that's consistently profitable.

How Stop-Loss Orders Make You a Sitting Duck for Other's Profit
(Published for subscribers on Feb. 27, 2019)

Q: Should I Add a Stop-Loss Order to the ETFs in my Portfolio to Protect Against Loss?

A: The short answer is 'No' – one reason being that our strategies make all trades at mid-day on Mondays – after the weekend update of each model. However, there are several other reasons to consider why you shouldn't use a Stop-Loss Order. This article has information that will help you understand why using a Stop Loss Order can be very detrimental to your investing success.

Counterintuitively, Stop Loss Orders tend to do the opposite of what you want; they LOCK IN LOSSES - rather than prevent them – by selling a position on a temporary tick lower. If that lower level is a popular moving average (such as the 50 or 200-day) or a clear support/resistance level, market makers and other insiders often manipulate the equity in that direction, then scoop up those automated Sell orders to make significant, easy profit when the ETF or stock returns to normal levels.

There are also many other reasons, unrelated to these unscrupulous insiders, why you shouldn't add a Stop-Loss Order to positions managed by a systematic investment strategy. Learn about each of those reason in this article. Please access this blog post at your convenience at this link...

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