Investment Strategy Profiles



Select from Our Suite of High-Performance Investment Strategies




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 large spans of time with minimal risk and exceptionally high return. However, there is one very consequential factor that will determine your long-term investing success – and the strategy you choose will play a significant role in your relationship to this factor. Therefore, we use a well-regarded measure of a strategy's... (continue reading)...

Fixed income-1

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

Annual Return: 13.97%
Max Drawdown: -9.71%
Risk-adjusted Return (Sortino): 2.33
Subscription: $14/mo


Consistent profitability, with a near-45-degree-straight-line 15% Annual Return and max-DD of only -9.17%...

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

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

Annual Return: 28.47%
Max Drawdown: -23.03%
Risk-adjusted Return (Sortino): 2.17
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) Combination

Annual Return: 28.75%
Max Drawdown: -17.40%
Risk-adjusted Return (Sortino): 2.29
Subscription: $19/mo


This two-asset strategy combines two optimum Equity ETFs with two optimum Fixed-Income ETFs at any given time...

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

S&P 500 BULL/BEAR (1 ETF) STRATEGY –
Dynamically-Leveraged Long/Short Rotation (1 ETF) Strategy

Annual Return: 30.65%
Max Drawdown: -25.55%
Risk-adjusted Return (Sortino): 2.13
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

ADAPTIVE EQUITY ROTATION
Dynamically Leveraged Long Equity (2 ETFs)

Annual Return: 36.08%
Max Drawdown: -26.33%
Risk-adjusted Return (Sortino): 2.18
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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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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