ETFOptimize Annual Strategy Subscription

ANNUAL SUBSCRIPTION PLANS

• For details on each systematic product, please review our High-Performance ETF Strategy Profiles Here.

• See MONTHLY PRICING at this link.
• See ANNUAL PRICING below...

Professional Investors/Fund Managers

If you are a Professional Money Manager, Investment Advisor, or an individual managing a portfolio of more than $10 million, we ask that you not use the subscriptions offered below. The ETF-based models listed on this page are not designed to accommodate portfolios larger than $10 million. Please see this page for additional information on Customized Professional Strategies offering greater liquidity – and at your option, potentially higher returns from Bespoke Strategies build specifically for your needs. Click here for details.

Bundle Discounts:
Get a significant discount and increased diversification when you subscribe to multiple Premium Strategies:
-10% OFF on any 2 Strategy Subscriptions
-15% OFF on any 3 Strategy Subscriptions
-20% OFF on any 4 or more Strategy Subscriptions

Note: Be sure to select your bundle carefully. If you decide you want a differently configured package later, it will be necessary to cancel your current bundle subscriptions, and when they have expired, you can sign up again with a new configuration to receive a different bundle discount. We apologize for this inconvenience.

Refund Policy:

Annual subscriptions do not have the trial and are not eligible for refunds, but they are up to 30% lower cost than our monthly plans. If you are not sure whether the ETFOptimize quantitative strategies are right for you, we recommend that you sign up for a Monthly Subscription first. Monthly subscriptions come with a cost-free, 14-day Trial and a 60-day Money-Back Guarantee. If you are pleased with our product, you can then sign-up for an Annual Subscription and lock in a permanent discount up to -36%.

Not ready to subscribe to an ETFOptimize Premium Strategy yet? You can register for our complimentary Research and Analysis Content to learn more about our systematic, rules-based approach, with no obligation and no credit card required. (Premium Strategy subscribers get all content automatically upon posting. All others delayed 3-7 days.) To gain access to our insightful analysis, use This Form.

Subscription Options
Jump to the Monthly Subscription Plans – Get a 14-Day FREE Trial using PayPal or a major credit card.
• Annual Subscription Plans (shown below) – Get our best rates and SAVE 17% to 36% over Monthly Subscription costs:

Membership Type

SP500 CONSERVATIVE (SPY/Defensive) - ANNUAL Subscription $87 per year - Get a -20% discount off the monthly subscription cost - Non-Refundable (includes Research-and-Analysis content) S&P 500 Conservative Strategy (using either SPY or a Defensive ETF)
SP500 BULL-BEAR ROTATION (1 of 5 ETFs) - ANNUAL Subscription $230 per year - Get a -20% discount off the monthly subscription cost - Non-Refundable (includes Research-and-Analysis content) Rotation into one of five S&P 500-Related ETFs: long, leveraged-long, cash-proxy, inverse or leveraged-inverse S&P 500-based ETFs: SSO, SPY, SHY, SH, SDS
OPTIMAL Equity/Defensive (4 ETF) Combo - ANNUAL Subscription $229 per year - Get a -20% discount off the monthly subscription cost - Non-Refundable (includes Research-and-Analysis content) Holds the OPTIMAL 2 EQUITY ETF & 2 DEFENSIVE ETF COMBO - 4 ETFs held at all times for a robust Combination Strategy with a 30% Annual Return (50% for last 4 years) and (tied for) our HIGHEST RISK-ADJUSTED RETURN (Note: may include leveraged ETFs during long, robust rallies)
NASDAQ Persistent Profits (QQQ/Defensive) – ANNUAL Subscription $279 per year - Get a 20% discount off the monthly subscription cost - Non-Refundable (includes Research-and-Analysis content) Dynamic rotation to either the NASDAQ 100 ETF (QQQ) or a Defensive ETF, such as the iShares 20-Year Treasury Bond(TLT) with a 28% Annual Return (No Leveraged or Inverse ETFs)
ADAPTIVE Equity-Plus (2 ETF) - ANNUAL Subscription $374 per year - Get a 20% discount off the monthly subscription - Non-Refundable (includes Research-and-Analysis content) ADAPTIVE EQUITY-PLUS Strategy selects the Optimum position from more than 1,400 long and 2x-leveraged-long Equity ETFs – our HIGHEST ANNUAL RETURN
ULTIMATE 6-Model (5-10 ETF) COMBO Strategy - ANNUAL $970 per year – Get a -22% discount off the individual annual packages and SAVE $530 off the individual monthly cost! - Non-refundable – Get diversification and consistency with our most popular product! (includes Research-and-Analysis content) Our ULTIMATE 6-MODEL COMBO Strategy combines 6 of our core, non-correlated Premium Strategies (holding 5-10 ETFs) to provide a highly consistent, nearly 30% Annual Return with an Avg. Max. Drawdown of only -11%, and a phenomenal Risk-Adjusted Return (Sortino) near 3.00. This is our most popular product, combining all our other strategies, but at a -22% discount off the cost of each model separately and -36% off the monthly individual strategy cost.

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