Introduction


Discover the Advantages of Combining ETFs with Carefully Crafted Quantitative Strategies


 

Introduction to ETFOptimize:

Learn about the Investing Breakthrough offered by the
ETFOptimize
Systematic Investment Strategies

 



This section is your doorway to discovering the world of high-performance, systematic ETF investing that can provide you with a consistent compounding of your wealth. You'll discover that its possible to get steady, bond-like performance – while also attaining aggressive annual returns that average more than quadruple the performance of the S&P 500 or other market indices.

As an ETFOptimize subscriber, you'll get the advantage of using Exchange Traded Funds (ETFs) and learn why index-based ETFs have become the go-to investment vehicle throughout the world, as investors shun the risk inherent to individual-company stocks. You'll learn about the clear superiority of systematic investing over conventional discretionary investing, and most importantly, how the ETFOptimize Investment Strategies offer you a state-of-the-art investment approach that provides extraordinarily high Annual Returns (average of 28.71% for all models) with minimal Drawdowns (avg. of only -11.08%).

We'll explain how we incorporate a unique, breakthrough technology to achieve consistently profitable, robust returns regardless of the market environment – whether bullish, bearish, flat or turbulent – producing investment strategies that have never experienced a losing year (collectively, 66 consecutive profitable years). 

To learn more, you can click a title of your choice from the articles below to begin your journey – or if you are already convinced of the superiority of the algorithmic approach using ETFs, you can review our suite of Systematic Investment Strategies.


 


 



Why ETFs are Today's Go-To 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 well-established stock-market indices such as the well-known Dow Industrial Average, the S&P 500 index, the S&P Technology Sector, or the Russell 2000 small-cap stock index. 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, most rapid transfer of wealth in human history. Recent decades are witness to the fast-paced abandonment of traditional, active investing using...  Continue reading this article...

 


 

 

 

The Benefits of Systematic Investing

A systematic (also called 'quantitative' or 'rules-based') 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...   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 Three Performance Objectives:

1) Profitable every year: One of the most important objectives we have for our strategies is that they are profitable each and every year. For most investors, merely beating a poor-performing benchmark is not acceptable when the market experiences a severe downturn, as it did during 2008-2009. 

Some investors accept the performance of our competitor's premium strategies as long as they outperformed the market – even if it also lost money. In 2008-2009, that could have meant losing half of your investment or retirement funds!  To us, that's just unacceptable. 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 provided subscribers with impressively positive performance.

As an example of how this profitable stability will benefit you, during the Financial Crisis, the average gain of our models was 263.4% (with a range of 117% to 404%) during a five-year period (2007-2013) in which the S&P 500 gained a total of 0.00%.

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 of equities when they are declining. This selection could consist of a fixed-income ETF, perhaps a defensive-sector ETF, or it could be an inverse (short) ETF. In a world of nearly unlimited investment choices, ETFOptimize provides you with straightforward, proven guidance from our suite of strategies to help you to achieve your financial goals consistently.

2) Outperformance of the closest benchmark: We design each of our strategies to outperform both its closest market benchmark and the S&P 500 index every year.* While targeting outperformance of a benchmark is industry-standard, the choice of a benchmark can sometimes give asset managers undeserved credit if it is a poor performer. For this reason, we choose the top performing, most closely related 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 with stocks that constitute 80% of the market's capitalization.

3) Outperformance of the S&P 500 Index: Standard and Poor's 500 index is a market-capitalization-weighted index of the 500 largest US publicly traded companies The index is widely regarded as the best gauge of large-cap US equities and is widely used as a benchmark for the overall market. As a result, there are many funds designed to track the performance of the S&P 500, including the SPDR S&P 500 ETF (SPY), which was the first ETF created (1993) and today has the most substantial amount of assets under management (AUM, more than $250 billion in 2019) and trading volume (average of about $20-$25 billion traded daily in 2019)

The combination of these three objectives: 1) profitable every year, 2) outperformance of the closest benchmark, and 3) a consistent outperformance of 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 consistently excellent performance year after year.


Following Our Strategies is Easy and Exceptionally Profitable


ETFOptimize
makes investing with ETFs easy and lucrative.
Our model portfolios feature minimal drawdowns, only a handful of trades per year, and a high percentage of winning trades. Each subscription model-strategy achieves steady, robust compound annual growth of between 14%–80% per year. By trading just a few times each year and rotating funds to the optimal ETF at the optimal time, you get dramatically improved returns over discretionary stock picking or a passive, buy-and-hold investment approach.

Our model strategies hold only 1-4 ETF positions and trade with an average of 3.85 months (in a range of 2-to-7.2 months) between transactions (depending on the strategy). Because they hold dozens, hundreds, or even thousands of individual stocks, Exchange Traded Funds are inherently well-diversified from individual-company risk, and there is no reason to own more than one or two, especially if you have a strategy, such as provided by ETFOptimize, that always rotates to the optimum ETF at any given time. Our models consistently adapt to economic conditions and change the ETFs held in the portfolio to achieve the highest return with least amount of drawdown.

Each weekend, all of our strategies or rebalanced and we send subscribers straightforward update notices with appropriate 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 be the same as yours. Each strategy includes commissions and reinvested dividends in the performance 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!

View our ETF Investment Strategy Suite




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