The summary data on this Strategy Index Page is updated monthly.
Most recent strategy update: Sunday, July 14, 2019
Strategies are updated each week by 12:00-noon (EST) each Sunday. We will notify you if any unexpected delays occur.
ETF trades should take place at midday on Monday (Tuesday if Monday is a holiday). Learn more: ETF Best Practices
Prices on new trades are now updated in the evening after a trade (usually on Mondays) to the
average of the day's high, low, and closing price.
Systematically avoid market downturns to get exceptionally high performance from your investments!
Performance: The ETFOptimize Investment Strategies utilize passive, index-based Exchange Traded Funds (ETFs), adding a slight bit of trading activity (an average of just three trades per year per position) to optimize a portfolio's holdings for changes in economic and market conditions. Each strategy uses a unique approach, and each is designed to consistently anticipate stock-market directional changes... (continue reading)
ETFOptimize Investment Strategy Suite
How to select a strategy that's right for you: The ETFOptimize strategies provide you with a nearly foolproof way to invest over the coming decades with dramatically reduced risk and exceptionally high returns. However, there is a significant, overriding factor that can determine your long-term investing success – and for this reason, the strategy you choose is crucial to your success. That's why we use a well-regarded measure of a strategy's... (to continue reading about strategy selection, click the link below).
A conservative, S&P 500 (SPY) or Cash Proxy (SHY) ETF provides consistent upside with low drawdowns...
Rotating between the S&P 500 EW ETF (RSP) and Fixed-Income ETF (TLT) to provide outstanding performance...
This two-asset-class model combines the optimum 2 Equity ETFs & 2 Fixed-Income ETFs for a 4-ETF money-maker machine.
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns 24/7...
Using standard and leveraged Equity ETFs, this strategy produces our highest returns with reduced drawdowns...
We are adding new high-performance strategies in coming months! Register below to be notified when they are released!
*NOTE: "Annual Annual Max Drawdown" (AAMDD) is the maximum drawdown for each year since inception, July 1 to June 30 each year, averaged across the number of years since the model's inception. This measure offers a better estimate of what a subscriber can expect for the model's worst drawdown in any given year – rather than an unusual, worst-case scenario in a single incident that may last a week or two and never repeats. For complete transparency, each strategy profile page also provides the strategy's one-time, worst-case-scenario Max Drawdown (MDD) in addition to the AAMDD.
For example, in 2008-2009, the SPDR S&P 500 ETF dropped by -56% over 18 months, recording the worst selloff since the Great Depression (75 years prior) and requiring more than five years for buy-and-hold investors to get back to even. During that time, the S&P 500 gained 0% – that's five long years when investors had 'dead money,' and were struggling to get back to where they started. Meanwhile, none of our systematic investment strategies lost a penny during the selloff.And during the recovery to the S&P 500's break-even, the ETFOptimize models all at least doubled their principal, with an average performance of 300% return in that period.
Investors using the ETFOptimize Systematic Strategies can virtually eliminate those devastating selloffs – in fact, our strategies turn the worst of those events into profitable opportunities. Our systematic models have an Average Annual Max Drawdown (AAMDD) since inception of just -11.07%, which is a 20.46% improvement over the Average Annual Max Drawdown (AAMDD) of a buy-and-hold of the S&P 500 ETF (SPY).
The Risk-Adjusted Return notation is based on the Sortino Ratio, which we feel more accurately utilizes downside volatility as a proxy for an investment's risk.After all, few investors ever complain about upside performance being risky. See each strategy's Profile Page for further details on its Risk-Adjusted Return.
If you have a question or need help in any way, please contact us for a response within 24 hrs: SUPPORT