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: 14.01%
Max Drawdown: -9.71%
Risk-adjusted Return (Sortino): 2.31
Consistent profitability, with a near-45-degree-straight-line 15% Annual Return and max-DD of only -9.17%...
Annual Return: 26.96%
Max Drawdown: -21.49%
Risk-adjusted Return (Sortino): 2.22
A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...
Annual Return: 29.10%
Max Drawdown: -22.17%
Risk-adjusted Return (Sortino): 2.14
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...
Annual Return: 30.69%
Max Drawdown: -25.55%
Risk-adjusted Return (Sortino): 2.12
This two-asset strategy combines two optimum Equity ETFs with two optimum Fixed-Income ETFs at any given time...
Annual Return: 33.94%
Max Drawdown: -26.33%
Risk-adjusted Return (Sortino): 2.06
Using standard and leveraged Equity ETF's, this strategy produces our highest returns with relatively mild declines...
Do you have an ETF-based strategy that you would like to see us offer? Tell us more!