Investment Strategy Profiles


Preview Our High-Profit, ETF-Based Quantitative Investment Models

Investment Strategy Index


The most recent update of our Premium Strategies was on:

Sunday, December 5th, 2021

Strategies are updated each week at midday on Sunday. If there are trades, they should be filled on Monday
(or Tuesday if Monday is a market holiday), avoiding the opening and closing hours and other times
of high volatility. Copyright © 2022 Optimized Investments, Inc., dba ETFOptimize.com, all rights reserved.





NASDAQ Persistent Profits Strategy


All Monthly Subscriptions Receive a 14-day FREE TRIAL, AND…
a 60-Day Money-Back SATISFACTION GUARANTEE After Your TRIAL.

You – literally – have nothing to lose and everything to gain by trying our approach!
Register NOW for your Risk-Free Premium Strategy and begin consistently making money on
your investments in the same way embraced by thousands of savvy clients since 1998.





ETFOptimize Investment Strategy Suite

How to select a strategy that's right for you: The ETFOptimize Premium 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. We use a well-regarded measure of a strategy's... (to continue reading, click this link)...

S&P 500-Conservative: Non-Levered S&P 500 / Cash-Proxy (1-ETF)

S&P 500 Conservative Strategy

Annualized Return: 15%
Avg. Max Drawdown: -9.6%
Sortino Ratio: 1.56
Average Hold Time: 13 months
Subscription:  $9/mo  or  $90/yr

– 14-day FREE Trial –

Our Most Consistent Model with 20+ Consecutive Profitable Years


A conservative, S&P 500 (SPY) or Defensive ETF provides consistent upside with low drawdowns...

NASDAQPERSISTENT PROFITS (QQQ/Defensive) Strategy

NASDAQ PERSISTENT PROFITS (QQQ/Defensive) Strategy

Annualized Return: 27.16%
Avg. Max Drawdown: -8.5%
Sortino Ratio: 2.67
Average Hold Time: 5.4 months
Subscription:  $19/mo or  $190/yr


– 14-day FREE Trial –

Persistently Profitable NASDAQ Premium Strategy


S&P 500 Bull/Bear (1 ETF) Strategy

Annual Return: 25.52%
Avg. Max Drawdown: -10.11%
Sortino Ratio: 1.76
Average Hold Time: 1.84 months
Subscription: $19/mo or $190/yr

– 14-day FREE Trial –

Big Profits in BOTH Bull
and Bear Markets


Rotates between one of four S&P 500-based ETFs or a cash-proxy ETF to generate exceptional returns 24/7...

Asset Allocation-2-4:Equity/Fixed Income

Optimal EQUITY & DEFENSIVE (4 ETF) COMBO Strategy

Annual Return:  26.2%
Avg. Max Drawdown: -12%
Sortino Ratio: 2.35
Average Hold Time:  4.31 months
Subscription: $24/mo or $240/yr

– 14-day FREE Trial –

Combination of Two Equity and Two Defensive ETFs


Optimum 2 Equity ETF & Optimum
2 Defensive ETF Combination

Adaptive Equity+ Strategy

Adaptive EQUITY✚ (2 ETF) Strategy

Annual Return: 35% (2019 AR: 74%)
Avg. Max Drawdown: -16.48%
Sortino Ratio: 2.22
Average Hold Time: 1.67 months
Subscription: $29/mo or $290/yr


     – 14-day FREE Trial –

Our Highest Annual Return


Using standard and leveraged Equity ETFs, this strategy produces our highest returns...

ULTIMATE Combo-6 Strategy

ULTIMATE COMBO 
(6 Model) STRATEGY

Annual Return:  28% (2019: 45%)
Avg. Max Drawdown: -8.74%
Sortino Ratio: 3.09  (Highest)
Average Hold Time: 4.94 months
Subscription: $97/mo or $970/yr

– 14-day FREE Trial –

Get Six Strategies in One with our ULTIMATE
COMBO-6 Strategy!


Using Six Strategies combined, this model produces consistently high returns w/minimal drawdowns...



 

The ETFOptimize models systematically avoid market downturns during contractions, and rotate to optimum ETFs to maximize profits during bull markets for exceptionally high investment returns.
Our Premium Investment Strategies have the highest, most consistent, Risk Adjusted Return of any of our peers.


Performance:
The ETFOptimize Premium Strategies add a small amount of trading activity (an average of just three trades per year) to passive, index-based Exchange Traded Funds (ETFs) that optimize each Strategy's holdings for changes in economic and market conditions. Each of our models offer a unique approach, and each is designed to consistently anticipate stock-market directional changes and maximize profits... To continue reading, please click this button:

 

Average Hold Time

 

Supplemental Information

The Avg. Annual Max Drawdown (AAMDD) represents the average worst drawdown (peak-to-trough decline) for each year 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 focusing a one-time, worst-case scenario from a single incident that may last only have lasted a day or two and never repeats. For complete transparency, in addition to their AAMDD, each strategy profile page also documents the model's one-time, worst-case Max Drawdown (MDD).

As an example of how our systems protect investors from financial damage, during the 2008-2009 Financial Crisis, the SPDR S&P 500 ETF (SPY) dropped by -56.78% over a nightmarish 17 months, recording the worst selloff since the 1929 crash that kicked off the Great Depression (nearly 80 years prior). From the October 9, 2007 high, the S&P 500 required 63 months—until January 3, 2013—to recover, gaining 0%—dead money—for more than five long years.

During this time, as buy-and-hold investors had 'dead money' and waited for the S&P 500 to slowly claw its way back to breakeven, the ETFOptimize rules-based models made gains averaging 293%. Moreover; NONE of the ETFOptimize Systematic Investment Strategies lost money during the 2008-2009 crash. They were all robustly profitable—between tripling to quintupling their October 2007, pre-crash value. Moreover, the ETFOptimize models have NEVER lost money in any year—collectively, they have been profitable in 92 of 92 consecutive years.

Investors using an ETFOptimize Systematic Strategy can virtually eliminate the devastating selloffs that – on three different occasions over the last 25 years – wiped out one-third (-35% in the Covid Crash), one-half (-50% in the Dot-Com crash) and more than half (-57% in the Financial Crisis) of an investor's life savings. Moreover, our consistent and reliable quantitative approach turns the market's worst selloffs into an opportunity for profit by switching at the optimum time to Defensive positions. For every annual period since their inception, our systematic models have an average Max Drawdown (AAMDD) of just -11.08%. This figure is a 20.28% improvement over the average buy-and-hold Max Drawdown of the S&P 500 ETF (SPY) during the same 20-year span.

A Premium Strategy's Risk-Adjusted Return (RAR) is a measure that calculates a portfolio's performance compared to its volatility, usually based on its Standard Deviation, and including consideration of a risk-free investment, such as Treasury Bonds. Using a model's Risk-Adjusted Return (RAR) is an excellent way to compare one portfolio to another on a basis that is more comprehensive than using the portfolio's Annual Return alone. After all, would you want to use an investment approach that produces a return of 60% – even if it has drawdowns of -50% and recoveries of 100% every other year? That's a great deal of stress an investor must pay to get that high return. Most investors can't stay with an approach that's so volatile, and they will ultimately capitulate from fear near a market bottom, locking in those severe losses.

The most well-known RAR, i.e., the Sharpe Ratio, considers both upside and downside volatility for its calculation of risk. Logically, few investors ever complain about 'risk' when an investment is shooting sharply higher, and upside risk just isn't a consideration. We prefer to compare RAR's based on the Sortino Ratio, a newer approach which we believe more accurately utilizes downside volatility (only) as a proxy for an investment's or portfolio's risk.

See each strategy's Profile Page for further details on its Risk-Adjusted Return (RAR) since inception.

If you have a question or need help in any way, please contact us for assistance:  SUPPORT

ETFOptimize.com

Since 1998, providing individual investors, investment advisors, and fund managers with high-performance internet-based investment strategies, available by low-cost subscription and accompanied by Wall Street-caliber research and analysis.

Follow Us:

Contact info

Complimentary: ETFOptimize Research and Analysis

Register today and learn the investment secrets producing, collectively, 92 consecutive years of profits!

Click Here to Get Started Today!


*Past performance is not necessarily indicative of future returns.
Copyright © 1998, ETFOptimize.com   •   Terms and Conditions      Privacy Policy