ETFOPTIMIZE

High-Performance, Low-Cost ETF Investment Strategies

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Why Systematic Investing?

A computerized, quantitative investment strategy can virtually eliminate severe, profit-destroying drawdowns, and provide you with dramatically improved Annual Returns – Discover How

ETF Investment Strategy Profiles

Visit our ETF Investment Strategy Profiles to learn the secrets of how each of our quantitative models consistently produces profits – regardless of market conditions; bullish, bearish, or sideways.
– See Our Strategies

'ETFOptimize Insights' Market Report

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

The ETFOptimize Advantage

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

What We Do

ETFOptimize.com provides individual and professional investors with high-performance ETF-based investment strategies by subscription or bespoke designs. Since 1998, our quantitative models have offered thousands of clients the benefit of steady, exceptional profits through a wide variety of market conditions. Collectively, our six Premium Strategies have produced more than 100 consecutive profitable years (100%), with an average 30% CAGR and an -11% average Maximum Drawdown.

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ETFOptimize has ushered in a new era of profitable investing, making professional hedge-fund level portfolio management available to individual investors.

Our sophisticated, rules-based models, which combine macroeconomic assessment, evaluation of market-internals, quantitative technical analysis, and fundamental measures into a comprehensive assessment system that is unique for each of our models, 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. Combining these uncorrelated models into our ULTIMATE COMBO Strategy provides exceptional returns with minimal declines.

Whether conditions are bullish or bearish, trending higher or lower, the ETFOptimize Premium Strategies produce sound gains year after year – collectively, for more than 100 consecutive years.

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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• CONSISTENT PORTFOLIO GAINS: Enjoy continuous growth of your assets – whether the market is bullish or bearish – trending higher, lower, or sideways. The ETFOptimize Premium Strategies have an Annualized Return of about 30% since inception (ranging from 15% to 71%, depending on the model), and collectively, the ETFOptimize Premium Strategies have been profitable for 98 consecutive years (100%) since the first model's inception in July 2000.

• 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, whether that position is an Equity ETF, Defensive ETF, or a cash-proxy ETF.

On average, the ETFOptimize strategies have a Max Drawdown (worst peak-to-trough decline) of -11.3%, compared to the drawdown of their benchmarks (usually the S&P 500) at -56% since 2000. All our strategies successfully navigated the Financial Crisis, with an average gain of 366% during the five-plus years the S&P 500 was dead money, struggling to return to break-even (0%).

• EXCEPTIONAL RISK-ADJUSTED RETURNS: We craft each of our quantitative indicators from 10-15 that are carefully selected from more than 50 robustly predictive data series. We build these indicators into uncorrelated composites that determine the appropriate market exposure and the optimum ETF(s) to own at any given time for each model. Results are shown to the right...

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 0.45 since 2000). Our models outperform the S&P 500 each year by an average of 21.59%.

Will a Ukrainian Invasion Tank the Market?

February 21, 2022 - Quick Look Report

As predicted last week, Russia invaded Ukraine on Monday, first taking over areas led by Russian separatists in the East, then expanding into the Ukrainian interior – a fact all over the news since it began. This invasion is part of Russia's creeping Imperialism, moving ever deeper toward central Europe at a slow, deliberate pace, each invasion separated by years.

The last incursion was Russia's 2014 takeover of Crimea, which has spawned fighting in the East of Ukraine over the previous eight years. Now, Russia is invading the entire country of Ukraine, based on specious reasoning, with the possibility of tens of thousands of deaths playing out on the world's screens in full color.

Examining the Critical Factors for US Stocks and Bonds

Will Putin's aggressions tank the US market? Continue reading this article to learn the likely outcome for US stocks and Bonds... (continue reading our most recent ETFOptimize Report).

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