Phenomenal Performance from These ETFOptimize Strategies
Even with a record-setting year in 2019, the S&P 500 couldn't come close to matching the performance of the two top ETFOptimize strategies – our Adaptive Equity+ (2 ETF) Rotation Strategy and our Optimal Equity/Defensive (4 ETF) Strategy.
Chart 1 below shows a chart of our Adaptive Equity+ (2 ETF) Rotation Strategy performance since the start of 2019. The model has a Total Return of 70.55% for 2019, which is an Annualized Return of 73.51%. This return is compared in the chart to the S&P 500 ETF (SPY), which has gained about 30% for 2019. Therefore, the Equity+ (2 ETF) model outperforms by 235% (2.35-times) the excellent return of the S&P 500 ETF in 2019.
Chart 1: Our Adaptive Equity+ (2 ETF) Strategy has gained 70.55% this year – 2.35-times the record-setting return of the S&P 500 – and an Annualized Return of 73.51%.
Moreover, the Adaptive Equity+ Strategy isn't the only model that produced an exception return in 2019. For example, with a Total Return of 63.4%, or 66.01% Annualized, our Optimal Equity/Defensive (4 ETF) Strategy produces only slightly less – but still more than double (222% or 2.22-times) the return of the S&P 500 in 2019.
This model combines two Equity-based ETFs and two Fixed Income or Cash-Proxy-based ETFs, in a 70% - 30% ratio, to produce a very steady and consistent performance year after year. Our Fixed Income (2-ETF) Component produced a return of about 18.3% for 2019.
Chart 2 below shows the performance of this four-ETF model for 2019, producing a 63.4% Total Return (66% Annualized) for 2019.
Chart 2: Our Optimal Equity/Defensive (4 ETF) Combo Strategy has gained 63.4% in 2019 – more than double (2.22-times) the return of the S&P 500 in 2019.
Chart 3 below shows a chart we have never presented in the past. This is our Equity++ Component, which contributes half the positions (2 ETFs) and 70% of the weighting to our Optimal Equity/Defensive (4 ETF) Strategy (above). The other 30% weighting comes from two Defensive ETFs (usually Fixed Income-based ETFs). This 2-ETF component is not currently available as a stand-alone model. However, we would like you to know just how outstanding the performance of the Equity portion of the model has been this year.
Attaining an AMAZING return of 91.84% – which is 95.94% Annualized – for 2019, this component produced the highest return of our models – more than TRIPLE the return of the market – and is the highest actual performance of which we are aware.
Chart 3: This chart shows our Equity++ Component for 2019. Contributing 70% of our 4-ETF model, this model has produced an Annualized Return of 95.94% in 2019.
Our S&P 500 models (S&P 500 Bull/Bear and S&P 500 Persistent Profits) are getting significant revisions (scheduled for early-January) and after this revision, they will provide comparable, consistent performance to the models above (and maybe even better).
Conclusion
We will update with a new blog page showing all strategies – running through the complete year and including our revised S&P 500 models – after the December 31, 2019 market close is in the books. Make sure you're on our mailing list and we'll send you a note when it's ready!
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Notice: We will update the performance of all strategies for 2019 after the year is complete.
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The ETFOptimize Premium Investment Strategies have a proven track record of consistently high-performance success over long periods. Our premium model strategies have provided an average Annual Return of 30.53% since their inception – which is a multiple of more than quadruple (415%) the long-term Annual Return of the S&P 500, and more than eight times more than the index' return since 2000. The ETFOptimize strategies have never experienced a money-losing year, and collectively, have recorded 77 of 77 consecutive winning years!
One example of a Premium Strategy that were proud of is our Adaptive Equity+ (2 ETF) Strategy, which has an Annual Return since Inception of about 40%, an Annual Return in the last three years of 64%, and a 2019 Annual Return of 76%. Moreover, its Maximum Drawdown is just -7%, and it has a Risk-Adjusted Return (Sharpe ratio) of 2.58. So the model's performance is improving each year.
Here's the Adaptive Equity+ (2 ETF) Strategy's chart since inception:
The Adaptive Equity+ (2 ETF) Strategy provides exceptional returns with very minimal drawdowns.
The ETFOptimize strategies operate using our proprietary, quantitative financial-analysis programming that has been continuously upgraded and refined over the last 25 years, accompanied by the highest-quality, point-in-time investment and economic databases. As ETFs have become increasingly popular over the last 20 years, we've embrace these products, which offer investors instant-diversification – eliminating the individual company risk inherent in stocks.
Why not look over our strategy lineup now and see which if there's one that's a fit for you? It's actually very affordable to put a high-performance, quantitative investment strategy to work for you every week of the year. The ETFOptimize models are available by subscription starting at just $9.95/mo.
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Do some research; we don't think you'll find a superior approach to investing – offered at such an exceptionally low cost, and making consistently high-performance investment results affordable for even the smallest investor. You control your money in your own account and follow our clear instructions for trades, which occur an average of only about three-six times per year. We provide you with weekly updates of your strategy and an analysis of the market that always tells you what's critically important.
Plus, you can subscribe without risk because each model is backed by a 60-day, 100% Moneyback Guarantee if you decide that algorithmically based strategies are not your cup of tea. Our firm, Optimized Investments, Inc., and website, ETFOptimize.com, have an A+ Rating with the Better Business Bureau and a perfect record of satisfied customers – zero complaints – since the BBB began reviewing our firm, which was founded in 1998.
Take a moment to sign up for the strategy of your choice now – while all the benefits of a quantitative approach are fresh in your mind. You can get started for less than 50-cents a day with a very low-risk, high-profit investment strategy that produces solid performance through thick and thin – in any type of market environment.
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