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, August 18, 2019

ETF trades should take place at midday 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), adding a slight bit of trading activity (an average of just three trades per year per position) to optimize a portfolio's holdings for changes in economic and market conditions. Each strategy uses a unique approach, and each is designed to consistently anticipate stock-market directional changes... (continue reading)


ETFOptimize 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 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 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: 11.18%
Ann. Max Drawdown (AAMDD): -7.03%
Risk-Adjusted Return: 1.49
Avg. Annual Alpha: 9.06%
Average Hold Time: 5.17 months
Subscription: $0 – FREEa 90-day Sample for investors inexperienced with our high-profit, low-drawdown investment strategies.     – Limited Availability –

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-EW PERSISTENT PROFITS (RSP/TLT) Strategy – No leveraged or inverse ETFs

Avg. Annual Return: 18%
Ann. Max Drawdown (AAMDD): -10.07%
Avg. Annual Alpha: 13.39%
Risk-Adjusted Return: 1.66
Average Hold Time: 11.50 months
Subscription:  Just $9/mo
Our most conservative Premium model provides you with a 18% Annual Return for just $9 per month.

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

EQUITY/FIXED INCOME-4: Optimal Equity & Fixed Income (4 ETF) Combination Strategy

Annual Return: 28%
Ann. Max Drawdown (AAMDD): -11%
Avg. Annual Alpha: 22.73%
Risk-Adjusted Return: 2.56
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

S&P 500 BULL/BEAR: Dynamically Leveraged Rotation (Long or Short, 1 ETF) Strategy

Annual Return: 28.45%
Ann. Max Drawdown (AAMDD): -13.05%
Avg. Annual Alpha: 23.67%
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: Adaptive Rotation to Long Equity, Leveraged Equity, or Cash-Proxy ETFs

Annual Return: 38%
Ann. Max Drawdown (AAMDD): -14.86%
Avg. Annual Alpha: 30.29%
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!


*NOTE: "Annual Annual Max Drawdown" (AAMDD) is the maximum drawdown for each year since inception, July 1 to June 30 each year, averaged across the number of 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 an unusual, worst-case scenario in a single incident that may last a week or two and never repeats. 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% over 18 months, recording the worst selloff since the Great Depression (75 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 investors had 'dead money,' and were struggling to get back to where they started. Meanwhile, none of our systematic investment strategies lost a penny during the selloff.And during the recovery to the S&P 500's break-even, the ETFOptimize models all at least doubled their principal, with an average performance of 300% return in that period.

Investors using the ETFOptimize Systematic Strategies can virtually eliminate those devastating selloffs – in fact, our strategies turn the worst of those events into profitable opportunities. Our systematic models have an Average Annual Max Drawdown (AAMDD) since inception of just -11.07%, which is a 20.46% improvement over the Average Annual Max Drawdown (AAMDD) of a buy-and-hold of the S&P 500 ETF (SPY).

The Risk-Adjusted Return notation is based on the Sortino Ratio, which we feel more accurately utilizes downside volatility as a proxy for an investment's risk.After all, few investors ever complain about upside performance being risky. 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