Research & Analysis


Your Hub for Original, ETF-based Research & Analysis


ETFOptimize Investment Analysis


If you're not currently a subscriber, Sign-Up Today for the 'ETFOptimize Research and Analysis' –  a complimentary subscription providing you with new articles regularly posted to "ETFOptimize Insights: Analysis of Proprietary Indicators" and our "Inside Secrets of Investing" Blog, as well as original, ETF-based, quantitative research and analysis.


The 'ETFOptimize Investment Analysis' section is packed with actionable educational resources focused on quantitative investing, Exchange Traded Funds (ETFs), and market analysis. We hope you come to think this section of ETFOptimize as your 'go-to' educational resource for systematic investing using Exchange Traded Funds.

The ETFOptimize Investment Analysis section benefits from regular additions of fresh, in-depth original research, white papers, weekly-updated Quick Look Reports, a new 'ETF Insights' market analysis whenever there is a new signal from the market or economy, actionable 'Inside Secrets of Investing' blog posts and other pertinent research.

Not all content is available to non-subscribers, and most articles are set for delayed release to the public after initially being released to Premium Strategy subscribers. To get all content immediately upon release to accompany your high-performance investment strategy, please...

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Click the link to your resource choice below to access a menu of the content in each section...



Quick Look report  

'Quick Look' Weekly Report

 Accessible by Premium Strategy subscribers only (sign-up for a Premium Strategy to access this content)


The Quick Look Report is our 'Executive Summary' of the most critical factors affecting investment markets in the week ahead.
  The QL Reports are issued weekly and accompanying our strategy update emails that are sent to Premium Strategy subscribers every Sunday evening. These concise, straight-to-the-point articles keep our subscribers informed about the key technical levels, economic reports, Fed announcements, market fundamentals, or surprise developments that will have a dominant effect on equity and fixed income markets in the week ahead.

The Quick Look Report is available only to Premium Strategy subscribers. However, if you've never had a subscription, you will be considered a Premium Strategy subscriber if you sign up for our complimentary "S&P 500 Conservative Strategy" at no cost and no obligation (no credit card is required). Or even better – get started with a Premium Strategy and benefit from much-higher annual performance (subscriptions start at just $9).

We occasionally publish Quick Look Report SAMPLES for non-subscribers:

- Index of 'Quick Look' Report SAMPLES (posted intermittently for non-subscribers)


 

ETFOptimize Insights  

"Insights" - Analysis of Our Proprietary Quantitative Indicators


'Insights' provides investors with our unique, data-driven market analysis based on our proprietary, quantitative indicators, and is designed to offer perspective, generate ideas, and keep you informed about what to expect from the investment markets. 'Insights' examines the signals being made by our proprietary indicators, which determine exposure to the market and ETF selection for our Premium Investment Strategies.

At this time, Insights is published intermittently – on an as-needed basis, and in the future will be available as either a monthly or biweekly feature. About one week after their original publication for ETFOptimize Premium Strategy subscribers, we make past issues of Insights available to the public.

Our Difference: 'Insights' is distinctive from other market reports because its analysis is 100% data-driven, devoid of subjective opinion, and offers an examination of critical changes in trends of the economy, fundamental market ratios, breadth analysis, technical signals, and other pivotal data points that drive investment performance.

This data-driven approach gives Insights a distinctly objective perspective, which sets it apart from the vast majority of investment analyst's recommendations that are commonly based on pure speculation, with a consistent upward bias with talking points that often serve as sales tools for the the firm's brokerage department and/or intended to boost the firm's investment banking clients.

For this reason, much of the market analysis that's available to investors tend to be prejudiced towards bullish forecasts that support the company's sell-side brokerage division. However, 'Insights' gives it to you straight – without skin in the game, other than to make sure you get the highest possible performance from your investment dollars.

Paid subscribers to any of our high-performance ETF strategies get the latest issue of Insights when it is released. Readers who are not yet subscribers can view the reports a week after their original publication, which is still current enough to make each issue of ETFOptimize Insights highly valuable reading. To see this data the moment it is released, please subscribe to one of our high-performance ETF-based strategies (starting at only $9).

- View the Index of our 'Optimized Insights' articles...




ETF Investment Strategy Blog  

'Inside Secrets of Investing' Blog


Providing you with actionable, ETF-oriented, market-based analysis, research, and educational articles.
The 'Inside Secrets of Investing' blog features a wide variety of resources, from equity, fixed income, and sector analysis, to macroeconomic and fundamental analysis, ETF-related subjects, evergreen articles, and insider tips for successful investing.

Visit our blog for accessible articles written for the average investor and covering the subjects of Exchange Traded Funds, quantitative investing, innovative investment approaches, industry developments, the US and world economy, changes in trends that affect your investments, and an array of interesting, insightful articles on a variety of fascinating subjects.

- Visit the ETF 'Investment Secrets' Blog...



Recommended Resources  

ETFOptimize Recommended Resources


We have vetted these well-established resources for many years and can vouch for their high level of quality, expertise, and accuracy – which is demanded by discerning and informed investors. These listings provide the URL address and other appropriate contact information for companies, websites, advisors, and experts whom we can wholeheartedly recommend to our clients and customers based on positive, professional experience.

- Visit Our List of Recommended Resources...



Industry Conferences and other Events  

Site Updates/ Improvements


To enhance your ETFOptimize user-experience, we always strive to improve this site's pages and features. When we make a change to the site, we will itemize those changes on the Site Updates page. If you have a suggestion for an improvement, please let us know.

- Site Updates and Improvements...

 

Much more coming soon!

 

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