The summary data on this Strategy Index Page is updated monthly.
Most recent strategy update: Sunday, March 24, 2019
Strategies are updated each week by 12:00-noon (EST) on Sunday.
ETF trades should be filled at mid-day on Monday (Tuesday if Monday is a holiday).
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), 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)
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 one very significant factor that will determine your long-term investing success – and for this reason, the strategy you choose is crucial. That's why we use a well-regarded measure of a strategy's... (to continue reading about strategy selection, click the link below).
A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...
Rotating between a S&P 500-based ETF (SPY) and Fixed-Income ETF (TLT) to provide outstanding performance...
This two-asset strategy combines the 2 optimum Equity ETFs with the 2 optimum Fixed-Income ETFs at any given time...
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...
Using standard and leveraged Equity ETF's, 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" is the average maximum drawdown for each year since inception, July-June.
This measure offers a better perspective on what investor can expect drawdowns to be in an average year – rather than a past worst case scenario that doesn't repeat. Risk-Adjusted Return is based on the Sortino Ratio, which considers downside volatility to constitute an investment's risk. See each strategy's Profile Page for further information.