Discover the Advantages of Combining ETFs with Carefully Crafted Quantitative Strategies


Introduction: Discover the Investment Breakthrough offered by the ETFOptimize Quantitative Strategies

Now you can take advantage of a modern, systematic, and affordable approach to investing—a systematic method that removes emotions and the losses they cause—providing you with consistent, upward growth of your portfolio, regardless of the direction of the overall stock market.

We combine the highest quality point-in-time (PIT) databases, and state-of-the-art hardware and software technology, and innovative programming based on decades of experience—then ETFOptimize converts these assets into easy-to-use trade instructions for you. The result is an investment portfolio with a performance chart that steadily climbs from the lower-left to the upper right – featuring consistent an robust gains, with a lack of substantial drawdowns (pullbacks).

ETFOptimize strictly uses Exchange Traded Funds (ETFs) in conjunction with carefully-crafted, rules-based investment strategies. Passive, index-based ETFs have become the go-to investment vehicle throughout the world, attracting more than $1Trillion of new capital each year as investors avoid the risks inherent to individual equities – thereby making ETFs the fastest growing investment product in history.

Taking advantage of the clear superiority of rules-based investing over conventional, discretionary investment approaches, the ETFOptimize subscription Strategies offer you a state-of-the-art investment method with exceptionally high Annual Returns (average of 30% for all models, with a range of 12% to 80%) and minimal Drawdowns (avg. of only -11.08% for all models in any given year).

We'll explain how a unique, breakthrough technology – combined with quantitative investing and ETFs – can achieve consistently profitable, robust returns regardless of the market environment. Achieve steady gains whether conditions are bullish, bearish, flat, or turbulent – with models that have never experienced a losing year since inceptioncollectively, 77 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 a sophisticated algorithmic approach using ETFs, you can review our suite of Systematic Investment Strategies and select the low-cost model that's right for you.


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The ETFOptimize Advantage

The ETFOptimize Advantage

Take advantage of an honest-to-goodness breakthrough in the world of investing – a legitimate paradigm shift, made possible by the development of an innovative investment approach. Using state-of-the-art technological resources, ETFOptimize provides self-managed investors with a system that successfully overcomes the challenges of volatile financial markets.  (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 today, investors from all walks of life are embracing systematic investing, and why ETFOptimize is dedicated to...  (continue reading this article...)


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 fund manager's discretionary stock-picking 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, which provides instantly diversified – yet focused selection... (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...)



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 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 a turnkey premium strategy as long as they outperformed the market – even if their model also lost money. In 2008-2009, that could have meant losing half of your investment or retirement funds instead of -56% that the S&P 500 lost!  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 models provided subscribers with an 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 five years (2007-2013) in which the S&P 500 gained a total of 0.00%.

How do we achieve this objective? Depending on the model, either with 1) a rotation to cash-proxy ETFs, 2) rotation to defensive ETFs that tend to move opposite of equities, or 3) using inverse ETFs with select models. In a world of nearly unlimited investment choices, the  ETFOptimize models provide you with straightforward, proven guidance to help you to consistently achieve your financial goals.

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.

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) and trading volume (average of about $20-$25 billion traded daily)

The combination of these three objectives – 1) Profitable every year, 2) outperformance of their closest benchmark, and 3) a consistent outperformance of the S&P 500 each year – provides investors with strategies that will never let them down. A combination of all three of these objectives ensures the ETFOptimize investment strategies will enable you to attain your financial goals with consistently excellent performance year after year.

Following Our Strategies is EASY and EXCEPTIONALLY PROFITABLE

makes investing with ETFs simple and highly 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 an range of 1.6 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!

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*Past performance is not necessarily indicative of future returns.

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