Investment Strategy Profiles



Investment Strategies Designed for Minimal Drawdowns and Exceptional Performance






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).

S&P 500-Conservative: Non-Levered S&P 500 / Cash-Proxy (1-ETF)

S&P 500-Conservative: Complimentary S&P 500 / Cash (1-ETF) Strategy

Annual Return: 12.41%
Avg. Ann. Max Drawdown: -7.03%
Risk-Adjusted Return: 1.49
Average Hold Time: 5.17 months
Subscription: $0/mo - 90 days only, for investors with no experience with our high-profit strategies. Limited availability!


A two-asset combo of S&P 500-based ETFs and Fixed-Income ETFs provides strong upside with minimal drawdowns...

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

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

Avg. Annual Return: 20.06%
Avg. Annual Max Drawdown: -10.07%
Risk-Adjusted Return: 1.66
Average Hold Time: 11.50 months
Subscription:  $9/mo or $99/yr
Introductory Price - Just $9!


Rotating between a S&P 500-based ETF (SPY) and Fixed-Income ETF (TLT) to provide outstanding performance...

Asset Allocation-2-4:Equity/Fixed Income

ASSET ALLOCATION 2-4: Optimal Equity & Fixed Income (4 ETF) Combo Strategy

Annual Return: 26.81%
Avg. Ann. Max Drawdown: -11.28%
Risk-Adjusted Return: 2.26
Average Hold Time: 5.31 months
Subscription: $19/mo, $190/yr
Highest Risk-Adjusted Return


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: 30.45%
Avg. Ann. Max Drawdown: -13.05%
Risk-Adjusted Return: 1.35
Average Hold Time: 2.21 months
Subscription: $19/mo Big profits during bear markets


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

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!



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.