INTRODUCTION  MENU


Discover the Amazing Benefits of Combining ETFs and Quantitative Strategies


 

Introduction to ETFOptimize:

Discover the Breakthrough Offered by the ETFOptimize Systematic Investment Strategies





Our Introduction section is your doorway to discovering the world of high-performance, systematic ETF investing. We'll share with you the advantages of Exchange Traded Funds (ETFs) and why they are becoming the go-to choice for investors the world over. You'll learn about the clear superiority of systematic investing over conventional discretionary investing, and how the ETFOptimize Investment Strategies offer you a breakthrough, state-of-the-art approach that provides extraordinarily high risk-adjusted performance with minimal drawdowns.

You'll learn how we incorporate a unique, breakthrough technology to achieve consistently profitable, robust returns regardless of the market environment – whether bullish, bearish, flat or turbulent – and has produced strategies that have never had a losing year (57 consecutive profitable years).  To get started, just click the title of your choice to access the article:


The ETFOptimize Advantage

How an Average Investor Can Accumulate a $484 Million Estate!

By changing just one small detail of their lives, an average American, earning an average income, and saving the minimum recommended amount of money each year (less than $400 per month) for retirement can attain an estate worth $484 million. Or – retire after just 20 years of working with an annual income of more than $150,000 per year – the choice is yours, and we will show you how......  Continue reading this important article...

 



Why ETFs are Today's Investment of Choice


Exchange Traded Funds (ETFs) are similar to mutual funds, but they trade on exchanges throughout the day just like a stock. However, unlike most mutual funds that depend on the fund manager's stock-selection capabilities, ETFs are based on market indices such as the Dow Industrial Average (DIA), the S&P Technology Sector (XLK), or the Russell 2000 small-cap stock index (IWM). ETFs allow you to... Continue reading this article...

 


A Historic, Generational Shift

Most individual investors remain unaware that the investment world is in the midst of a generational shift of herculean proportions; a change that is no less than the most massive, fastest transfer of wealth in human history.  Continue reading this article...

 

 

The Benefits of Systematic Investing

A systematic, quantitative investment strategy can provide you with many advantages over the traditional, discretionary approach to selecting investments. This article will delve into the reasons why investors from all walks of life are embracing systematic investing, and why ETFOptimize is dedicated to this approach for the models in our ETF Investment Strategy Suite.  Continue reading this article...

 

 

The ETFOptimize Advantage

The ETFOptimize Advantage

Now you can take advantage of an honest-to-goodness breakthrough in the world of investing – a legitimate paradigm shift, made possible by the application of an innovative approach, using state-of-the-art technological resources, to the challenges of volatile financial markets.  Continue reading this article...



LEARN HOW SYSTEMATIC ETF INVESTING CAN BENEFIT YOU

ETFOptimize offers a variety of high-performance, ETF-based Investment Strategies, designed to meet the investment objectives and risk tolerances of a broad spectrum of investors. Each model strategy is a discrete product so that you don't have to pay an exorbitant amount to subscribe to a collection of a half-dozen portfolios – 5 of which you probably won't even use. Investors can choose the strategy that is most appropriate for their financial objectives and risk tolerance, or combine several strategies to harvest uncorrelated profits.

The objective of each portfolio is to achieve consistent, exceptional annual returns with minimal drawdowns (peak-to-trough decline) so investors can be confident that their hard-earned nest egg is steadily growing every year (regardless of the performance of the overall stock market).

Each of Our Strategies Have Two Performance Objectives:

1) Profitable Every Year: Our objective is that each strategy is profitable each and every year. For most investors, merely beating a poor-performing benchmark is not acceptable when the market experiences a -36% downturn, as it did during 2008, and your premium strategy loses money, too. Therefore, we also put significant emphasis on each strategy being profitable every year. Even during a year such as 2008 when the market and virtually all asset classes collapsed simultaneously our strategies were able to provide subscribers with impressive positive performance.

How do we achieve this objective? Depending on the strategy, there is either an automatic rotation into cash (via a cash-proxy ETF) or rotation into an ETF that moves in the opposite direction when equities are declining. This selection could consist of a fixed-income ETF, it could be a gold ETF, perhaps a commodity ETF, or could even be an inverse (short) ETF. In a world of unlimited choices, ETFOptimize provides investors with clear, proven guidance from our suite of strategies to help you to consistently achieve your financial goals.

2) Outperformance: We want to see each of our strategies outperform both its benchmark and the S&P 500 index every year.* While it is worthwhile when mutual funds target outperformance of a benchmark, the choice of that benchmark can sometimes give asset managers undeserved credit if the benchmark is in an obscure, poor-performing corner of the market. For this reason, we choose the top performing, most closely correlated benchmark for each of our strategies – and we also seek to outperform the S&P 500 index – the most well-known and widely used broad-market benchmark.

The combination of these two objectives: 1) profitable every year and 2) outperformance of their closest benchmark AND the S&P 500 each year provides investors with strategies that will never let them down. The ETFOptimize investment strategies allow you to attain your financial goals with consistent, excellent performance year after year.

*Note: Not applicable to our conservative 'Fixed Income-1 Strategy' because it is unlikely any bond-only strategy can outperform the S&P 500 every year (but many!).


Following Our Strategies is Easy and Exceptionally Profitable

ETFOptimize makes investing with ETFs simple and lucrative. Our model portfolios feature minimal drawdowns, only a handful of trades per year, and those trades have a high percentage winners. Our subscription model-strategies achieve steady, robust compound annual growth of between 15%–50% per year. By trading just a handful of times each year and rotating funds to the optimal ETF at the optimal time, returns are dramatically improved over discretionary stock picking or a passive, buy-and-hold approach using an index ETF.

Our model strategies hold only 1-4 ETF positions and trade with an average of  2-to-7.2 months between transactions (both measures depend on the strategy chosen). Because they hold dozens, hundreds, or even thousands of individual stocks, ETFs are inherently well-diversified, and there is no reason to own more than a few, especially if your strategy is always rotating into the most favorable ETF at any given time. Our models pro-actively adapt to current economic conditions and rotate the ETF(s) held in the portfolio to achieve the highest return with least amount of drawdowns.

Each weekend, we rebalance all of our strategies and send subscribers notices of any trade signals for the model to which they have subscribed. All trades are executed using the average price on the next trading day, and our entry and exit prices will always match yours. Each strategy includes commissions and reinvested dividends in the return calculations. In this way, subscriber's returns closely match our model's performance, and the historical returns you see featured on the ETFOptimize website are always reliable and accurate.

Get started today by reviewing and selecting an ETFOptimize Investment Strategy that's perfect for your needs!

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