Investment Strategy Profiles

Select from Our Suite of High-Performance Investment Strategies

This Summary/Index page updated near the start of each month. Strategy Profile pages (links below) are updated each weekend.


Most recent page update: Sunday, August 19, 2018


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 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).

Fixed income-1

ADAPTIVE FIXED INCOME ROTATION: Conservative Gains w/Dividends (1 ETF) Strategy

Annual Return: 13.97%
Average Max Drawdown: -8.99%
Risk-Adjusted Return: 2.33
Average Hold Time: 6.54 months
Subscription: $14/mo

Consistent profitability, with a perfectly straight-line, 14% Annual Return and Avg Max-Drawdown of just -9% gives this...

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

ASSET ALLOCATION 2-2: Dynamically Levered S&P500 / Fixed Income (2 ETF) Combo Strategy

Annual Return: 25.71%
Average Max Drawdown: -10.96%
Risk-Adjusted Return: 2.17
Average Hold Time: 2 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: 5.3 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...

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: -13.26%
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...

Equity Rotation-2

Dynamically Leveraged Long-Only Equity (2 ETF)

Annual Return: 36.23%
Average Max Drawdown: -14.74%
Risk-Adjusted Return: 2.18
Average Hold Time: 3.22 months
Subscription: $19/mo

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

More Strategies
in the Pipeline!

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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.

Since 1998, providing individual investors and investment advisors with high-performance investment strategies, available by subscription and accompanied by actionable, Wall Street-caliber research and analysis.

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*Past performance is not necessarily indicative of future returns.

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