This Summary/Index page updated near the start of each month. Strategy Profile pages (links below) are updated each weekend.
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)
Strategy Performance Facts...
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).
Strategy Selection Suggestions...
Annual Return: 11.99% Average Max Drawdown: -13.93% Risk-Adjusted Return: 1.55 Average Hold Time: 4.68 months Subscription: FREE (Limited time!)
A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...
Annual Return: 25.71% Average Max Drawdown: -10.96% Risk-Adjusted Return: 2.17 Average Hold Time: 2 months Subscription: $19/mo
Annual Return: 28.95% Average Max Drawdown: -11.28% Risk-Adjusted Return: 2.29 Average Hold Time: 5.3 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...
Annual Return: 30.82% Average Max Drawdown: -13.26% Risk-Adjusted Return: 2.13 Average Hold Time: 2.01 months Subscription: $19/mo
Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns...
Annual Return: 36.23% Average Max Drawdown: -14.74% Risk-Adjusted Return: 2.18 Average Hold Time: 3.22 months Subscription: $21/mo
Using standard and leveraged Equity ETF's, this strategy produces our highest returns with reduced drawdowns...
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NOTE: "Annual Max Drawdown" is the average of the worst drawdown in each individual calendar year since inception. "Risk-Adjusted Return" is based on the Sortino Ratio. See each strategy's Key Statistics Summary for further information.