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 quantitative method that removes emotion, subconscious bias, and the losses that result—providing you with a consistent performance each year, regardless of the direction of the overall stock market.

ETFOptimize combines 1) state-of-the-art hardware and software technology, the 2) highest quality point-in-time (PIT) databases, and 3) innovative, data-driven programming based on our designer's 50 years of combined experience—then we convert these advantages into easy-to-use trade instructions sent to you each week. The result is a set of ETF-based investment portfolios with performance charts that steadily climb from the lower-left to the upper right – featuring consistent and robust performance, low drawdowns (pullbacks), and collectively, 92-years of consecutive gains (live results).

We exclusively use Exchange Traded Funds (ETFs) combined with our carefully crafted, rules-based investment strategies. It's a fact that low-cost, index-based ETFs have become the go-to investment vehicle throughout the world—for many good reasons. In the US alone, ETFs are attracting more than a trillion dollars in new capital inflows each year as flows to mutual funds decline and individual stocks stagnate. Most importantly, we've found that the combination of ETFs and data-driven investment signals is the optimum approach to generate steady investment performance, year after profitable year.

Systematic investing has many advantages over discretionary ('seat-of-the-pants') investing, and the ETFOptimize Premium Strategies provide you with Exceptionally High Annualized Returns (average of about 30%) and Minimal Declines (avg. Max Drawdown of only about -11%) in any given year.

For those who desire, our Introduction Section will explain in more detail how our unique approach utilizes a combination of rules-based investing and Exchange Traded Funds (ETFs) to achieve consistently profitable, robust returns regardless of the market environment. Our models achieve steady gains whether market conditions are bullish, bearish, flat, or turbulentour models that have never experienced a losing year since inceptioncollectively, that's 92 consecutive profitable years. 

Discover why our unique, scientifically proven investment approach outperforms even the best quantitative models offered by our peers—with far lower volatility, drawdowns, worry, or stress.

Learn more by selecting another Introductory article from the list below – or if you’re ready to get started with our proven approach to ETF selection, you can review our suite of Premium Investment Strategies and choose the low-cost model that's right for you. Subscribe with confidence because you'll start with a 14-day Risk-Free Trial backed by a 60-day, money-back Satisfaction Guarantee.


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or Continue to the Next Introductory Article from the list below to learn more...



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 strategy is a discrete product to keep your cost low (starting at just $9). Investors can choose the strategy that is most appropriate for their financial objectives and risk tolerance, or combine several strategies to harvest uncorrelated profits.

We also offer our ULTIMATE 6-Model (9 ETF) Combo Strategy so you can take advantage of even greater diversification, resulting in lower drawdowns—with the same high performance.

Regardless of the model you choose, the objective of each Premium Strategy is to achieve consistent, exceptional annual returns with minimal drawdowns (peak-to-trough declines) so you can be confident that your hard-earned nest egg is steadily growing every year (regardless of the performance of the overall stock market).

Following Our Strategies is EASY and EXCEPTIONALLY PROFITABLE

ETFOptimize makes investing with ETFs simple and profitable. 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 15%–40% 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 models 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 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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