Investment Strategy Profiles

Review Our Suite of High-Profit, ETF-Based Quantitative Investment Models

Strategies are updated each week by 12:00-noon (EST) each Sunday.

Most recent strategy update: Sunday, January 12, 2020

Copyright © 2019 Optimized Investments, Inc., all rights reserved.


Strategy Performance Chart

ETFOptimize Investment Strategy Suite

How to select a strategy that's right for you: The ETFOptimize Premium 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 a significant, overriding factor that can determine your long-term investing success – and for this reason, the strategy you choose is crucial to your success. That's why 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)

FREE: 60-day Complimentary Trial !

A 60-day Sample Model for investors who have not previously experienced our high-profit, low-drawdown  quantitative investment systems. This plain-vanillla model will allow you to learn how investing with high-probability algorithms will reduce drawdowns, free your time, reduce stress, and provide you with far greater performance. You'll also get access to all the Premium Content as paying subscribers.

Annualized Return:
Ann. Max Drawdown: -7.03%
Risk-Adjusted Return: 1.49
Average Hold Time: 5.17 months
Subscription Cost: $0 – FREE

– Limited Availability –
60-Days Only

A conservative, S&P 500 (SPY) or Cash Proxy (SHY) ETF provides consistent upside with low drawdowns...

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

S&P 500 PERSISTENT PROFITS (RSP/TLT) Strategy – No leveraged or inverse ETFs

This model is similar to the S&P 500 Conservative Strategy to the left because it holds no leveraged or inverse ETFs. Depending on systematic assessment of conditions, this model will hold the S&P 500 Equal Weight ETF (RSP) or the defensive, 20-year Treasury Bond ETF (TLT). This super-steady model  is available by subscription four just $9 per month or $90 per year.

Annualized Return: 18.69%
Ann. Max Drawdown: -10.07%
Risk-Adjusted Return: 1.66
Average Hold Time: 11.50 months
Subscription:  $9/mo  or  $90/yr

Our most conservative Premium model provides you with a 19% Annual Return for just $9 per month (or $90/year).

Rotating between the S&P 500 EW ETF (RSP) and Fixed-Income ETF (TLT) to provide outstanding performance...

Asset Allocation-2-4:Equity/Fixed Income


Our Highest Risk-Adjusted Return

This model is one of our most popular because it provides the optimal selection of the best two Equity ETFs at any time - combined with the optimal two Fixed Income ETFs at any time, in a 70-30 ratio. The result is a smooth, steadily climbing performance that has the highest risk-adjusted return we have ever seen!

Annual Return: 30%
Ann. Max Drawdown: -11%
Risk-Adjusted Return: 2.61
Average Hold Time: 5.31 months
Subscription: Just $21/mo

Highest Risk-Adjusted Return!

This two-asset-class model combines the optimum 2 Equity ETFs & 2 Fixed-Income ETFs for a 4-ETF money-maker machine.

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


The SP500 B/B model provides subscribers with highly sophisticated selection algorithms that determine whether the market is primarily Constructive or Contractionary (rising or falling). Then it determines the degree of that condition. Exceptionally bullish conditions justify the use of 2X-leveraged long ETF's, while particularly bearish conditions call for -2X short ETF's.  This Dynamically Leveraged Rotation System utilizes just four ETF's based on the S&P 500: SSO, SPY, SH, and SDS, along with a cash-proxy ETF, SHY for times when conditions are sideways and volatile.

Annual Return: 28.45%
Ann. Max Drawdown: -13.05%
Risk-Adjusted Return: 1.84
Average Hold Time: 2.09 months
Subscription: Only $19/mo

Big profits in both Bull and Bear markets!

Rotates between one of five S&P 500-based ETF's or a cash-proxy ETF to generate exceptional returns 24/7...

Adaptive Equity+ Strategy

Adaptive EQUITY✚ Strategy

2019 YTD Performance:
82% Annualized Return

We're very proud of this two-Equity ETF model with an adaptive configuration that adjusts to market conditions to select the optimum two Equity ETFs at all times. Originally attaining a solid annual return of 33.46%. In the last 3 years, that performance has improved to 53.10% AR, in the last 2 years to 60.21%, and for 2019, an exceptional 82%. The performance continues to accelerate as a result of this model's unique adaptive performance.

Annual Return: 38% (51% in last 3 yrs, and 64% in 2019)
Ann. Max Drawdown: -14.86%
Risk-Adjusted Return: 2.30
Average Hold Time: 1.69 months
Subscription: Limited offer: $24/mo

Our Highest Annual Return!

Using standard and leveraged Equity ETFs, 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!

ETFOptiomize Premium Strategies – Average Hold Time per Position per



Systematically avoid market downturns to get exceptionally high performance from your investments!

The ETFOptimize Investment Strategies add a slight bit of trading activity (an average of just three trades per year) to passive, index-based Exchange Traded Funds (ETFs) to optimize each Strategy's holdings for changes in economic and market conditions. Each of our models offers a unique approach, and each is designed to consistently anticipate stock-market directional changes... To continue reading, please click this button:



Avg. Annual Max Drawdown (AAMDD) presents the maximum drawdown for each year, July 1 to June 30, since inception and averaged across the years since the model's inception. This measure offers a better estimate of what a subscriber can expect for the model's worst drawdown in any given year – rather than a one-time, worst-case scenario in a single incident that may last a week or two and never repeats. However, for complete transparency, each strategy profile page also provides the strategy's one-time, worst-case-scenario Max Drawdown (MDD) in addition to the AAMDD.

For example, in 2008-2009, the SPDR S&P 500 ETF dropped by -56.78% over a nightmarish 17 months, recording the worst selloff since the Great Depression (80 years prior) and requiring more than five years for buy-and-hold investors to get back to even. During that time, the S&P 500 gained 0% – that's five long years when these investors had 'dead money,' while the market struggled to get back to where it started at its 2007 high.

Meanwhile, NONE of the ETFOptimize Systematic Investment Strategies lost money during the 2008-2009 selloff. During the subsequent recovery to the prior 2007 high and the S&P 500's break-even, the ETFOptimize models all at least doubled their principal, with an average performance of 263.4% during the same 5.5-year period when the market was getting back to breakeven (a return of 0% for 5.5 years).

Investors using the ETFOptimize Systematic Strategies can eliminate these devastating selloffs that can – at worst – wipe out an investor's life savings, and at best. Our approach turns the worst selloffs into profitable opportunities by switching to defensive or (for the S&P 500 Bull/Bear model) inverse positions. Our systematic models have an Average Annual Max Drawdown (AAMDD) since their inception of just -11.08%, which is a 20.28% improvement over the AAMDD of a buy-and-hold of the S&P 500 ETF (SPY) during the same span.

The Risk-Adjusted Return measure is based on the Sortino Ratio, which more accurately utilizes downside volatility as a proxy for an investment's risk than the Sharpe Ratio, which considers both upside and downside volatility for its calculation. After all, few investors ever complain about risk when an investment. See each strategy's Profile Page for further details on its Risk-Adjusted Return.

If you have a question or need help in any way, please contact us for a response within 24 hrs:  SUPPORT