Investment Strategy Profiles



Select from Our Suite of High-Performance Investment Strategies




The statistics on this page are updated each month. Each Strategy Profile page (links below) is updated each Sunday.

Most recent strategy update: Sunday, December 9, 2018

(Strategies are updated each weekend by Sunday afternoon.)

 

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 is designed to consistently anticipate stock-market directional changes... (continue reading)





 

Strategy Selection

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 a miniscule amount of risk and exceptionally high returns. However, there is one very consequential factor that will determine your long-term investing success – and which strategy you choose will play a significant role in your interaction with this factor. For this reason, we use a well-regarded measure of a strategy's... (to continue reading, click the link below).

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

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

Annual Return: 12.41%
Avg. Annual Max Drawdown: -7.03%
Risk-Adjusted Return: 1.55
Average Hold Time: 5.17 months
Subscription: FREE (Limited availability!)


A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...

Asset Allocation-2-2: Dynamically Levered S&P 500 / Fixed Income

Asset Allocation-2-2: Dynamically Levered S&P 500 / Fixed Income (2 ETF) Combo Strategy

Annual Return: 25.71%
AAvg. Annual Max Drawdown: -10.96%
Risk-Adjusted Return: 2.17
Average Hold Time: 4.50 months
Subscription: $19/mo


A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...

Asset Allocation-2-4:Equity/Fixed Income

ASSET ALLOCATION 2-4: Optimal Equity & Fixed Income (4 ETF) Combo Strategy

Annual Return: 28.95%
Average Max Drawdown: -11.28%
Risk-Adjusted Return: 2.29
Average Hold Time: 5.31 months
Subscription: $19/mo


This two-asset strategy combines the 2 optimum Equity ETFs with the 2 optimum Fixed-Income ETFs at any given time...

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

S&P 500 BULL/BEAR: Dynamically Leveraged Long/Short Rotation (1 ETF) Strategy

Annual Return: 30.82%
Average Max Drawdown: -13.22%
Risk-Adjusted Return: 2.13
Average Hold Time: 2.21 months
Subscription: $19/mo


Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...

Equity Rotation-2

ADAPTIVE EQUITY ROTATION Strategy:
Dynamically Leveraged Long-Only Equity (2 ETF)

Annual Return: 34.90%
Average Max Drawdown: -14.74%
Risk-Adjusted Return: 2.13
Average Hold Time: 3.20 months
Subscription: $21/mo


Using standard and leveraged Equity ETF's, this strategy produces our highest returns with reduced drawdowns...

We're Adding More Strategies Soon!


We are adding new high-performance strategies in coming months! Register below to be notified when they are released!



NOTE: "Annual Annual Max Drawdown" is the average of the maximum drawdown for each calendar year since inception.
"Risk-Adjusted Return" is based on the Sortino Ratio. See each strategy's "Key Statistics Summary" for further information.