Performance: The ETFOptimize Investment Strategies utilize passive, index-based Exchange Traded Funds (ETFs), but then add a slight bit of trading activity (an average of just three trades per year) to optimize a portfolio's holdings for changes in economic and market conditions. Each strategy consistently anticipates stock-market directional changes (continue reading)...
How to select a strategy that's right for you: The ETFOptimize strategies provide you with a nearly foolproof way to invest over large spans of time with minimal risk and exceptionally high return. However, there is one very consequential factor that will determine your long-term investing success – and the strategy you choose will play a significant role in your relationship to this factor. Therefore, we use a well-regarded measure of a strategy's... (continue reading)...
Annual Return: 13.97%
Max Drawdown: -9.71%
Risk-adjusted Return (Sortino): 2.33
Consistent profitability, with a near-45-degree-straight-line 15% Annual Return and max-DD of only -9.17%...
Annual Return: 28.47%
Max Drawdown: -23.03%
Risk-adjusted Return (Sortino): 2.17
A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...
Annual Return: 28.75%
Max Drawdown: -17.40%
Risk-adjusted Return (Sortino): 2.29
This two-asset strategy combines two optimum Equity ETFs with two optimum Fixed-Income ETFs at any given time...
Annual Return: 30.65%
Max Drawdown: -25.55%
Risk-adjusted Return (Sortino): 2.13
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...
Annual Return: 36.08%
Max Drawdown: -26.33%
Risk-adjusted Return (Sortino): 2.18
Using standard and leveraged Equity ETF's, this strategy produces our highest returns with reduced drawdowns...
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