Investment Strategy Profile

Home
Investment Strategy Profiles
NASDAQ Persistent Profits (QQQ/TLT) Strategy - PROFILE

All content on this page is Copyright © 2020 Optimized Investments, Inc., All Rights Reserved, and is intended for Premium Strategy Subscribers only. Please DO NOT make screen captures of any position-related information provided on this page or share/communicate the current holdings or position changes in any way – including verbally – with another person, unless you have first received written permission from an authorized corporate officer.

The most recent update of our Premium Strategies was on:

Sunday, March 26th, 2023

Strategies are updated each week at midday on Sunday. If there are trades, they should be filled on Monday
(or Tuesday if Monday is a market holiday), avoiding the opening and closing hours and other times
of high volatility. Copyright © 1998–2022 Optimized Investments, Inc., dba ETFOptimize.com, all rights reserved.

This Strategy Profile page provides you with an introduction to our NASDAQ Persistent Profits (1 ETF - QQQ/Defensive) Strategy (abbreviated as "NPP-1") and a preview of its many features and benefits. On this page you'll find comprehensive data and detailed charts providing this quantitative strategy's historical and recent performance, its robust, profitable performance during the Financial Crisis, information documenting its exceptionally high Risk-Adjusted Return.

You'll also get a clear accounting of the significant benefits that accrue to investors using this model's systematic guidance – while eschewing the old-style, discredited discretionary investing approach based on error-prone human judgments.

This chart shows the consistent, annual return of about 25%, with a maximum drawdown of -16%,
for our NASDAQ Persistent Profits (1 ETF - QQQ/Defensive) Strategy:

KEY: The red line is the NASDAQ Persistent Profits (QQQ/Defensive) STRATEGY performance since inception.
The blue line shown as the benchmark is a buy-and-hold of the S&P 500 ETF (SPY).

Start for Free Today

Our Strategy Profile (preview) pages provide investors with a weekly updated preview of each Premium Strategy's actual performance. Many of the charts and tables in this Profile page duplicate the same tables and charts you will find in your Premium Strategy (paid subscriber) page after you register.

This concurrent updating of both the Paid and Preview sections ensures that our potential clients get comprehensive and accurate details of each model's performance. Of course, our Profile Pages do not include Current Holdings, Closed Positions, or Most Recent Transactions information – these are the details you get – and much more – that allows you to duplicate this strategy's performance when you subscribe.

With a conservative Annualized Return of about 27% for the Nasdaq Persistent Profits Strategy, this model produces a total profit of more than Quadruple the 5.49% Annualized Return for a buy-and-hold of its benchmark, the SPDR S&P 500 ETF (SPY), since the inception of this model (July 1, 2007). For a limited time only, we are offering this high-performance model for just $29 per month.

– Try a Monthly Subscription with a 14-Day Free Trial – at no charge during your first two weeks while you look it over. We're so confident you'll be impressed once your subscription begins, you'll have another 60 Days – TWO full months – to consider if you want a refund or not. Your Satisfaction is Guaranteed or Your Money-Back!

You have ZERO RISK! Should you change your mind anytime in the first two months just let us know and we'll refund what you spent (applicable to Monthly subscriptions only). Once you have tried out a systematic investment strategy with a monthly subscription, you can switch to an annual subscription and save another 17%, 20%, 25% or more!

If you have any questions about this – or any of our other strategies, please contact us for prompt assistance.

Note: All portfolios were launched with $100,000, without additions or withdrawals from the account.

Subscribe Now with 14-DAYS FREE

The NASDAQ Persistent Profits (QQQ/TLT) Strategy is designed to produce consistent, persistently positive investment profits in all types of market environments. The strategy will always holds one ETF—either the iShares Nasdaq 100 ETF (QQQ) when conditions are constructive for gains—or one of several Defensive ETFs, including the iShares 20+ Year Treasury Bond ETF (TLT), the iShares 1-3 Year Treasurey Bond ETF (SHY) when the economy begins contracting at the end of a business cycle or the market declines from overbought conditions.

This unique NASDAQ-100 (QQQ)-based investment system provides subscribers with an alternative to buying-and-holding the often volatile NASDAQ or technology-based stocks or ETFs – avoiding deep drawdowns to achieve more stable performance and attain a total return since inception that is more than twenty-times (2,000%) the return of "the market," usually represented by the S&P 500 Index ($SPX). In less than 14 years, every $100,000 invested became $2.6 million (compared to $332k for the S&P 500 ($SPX).

Despite the far higher performance, this strategy accomplishes those gains with much lower risk, documented by its Risk-Adjusted Return (RAR) The model's Sharpe Ratio is a sky-high 1.87 and the Sortino Ratio of 2.97 (compared to 0.62 and 0.80, respectively for the S&P 500 ETF, SPY), with trades having more than six months between and with no money-losing years.

The NASDAQ PERSISTENT PROFITS strategy accomplishes this exceptional performance with NO LEVERAGED or INVERSE ETFs. The two primary ETFs used in this model (QQQ and TLT) may be available for use by European Union investors concerned with PRIIP regulations. No leveraged or derivative components are used in this model.

UNIVERSE: The primary way the NASDAQ Persistent Profits Strategy outperforms the overall market or buy-and-hold approaches is by accurately selecting QQQ during expansionary (bullish) market environments and choosing TLT during contractionary periods. During times when neither of these ETFs are appropriate (such as during intense, sideways volatility in a trendless market), the model may hold the iShares 1-3 Year Treasury Bond ETF (SHY) as a proxy for cash. While the switches this strategy makes appear easy at first glance, millions of investors have lost their shirts trying to accomplish the same task. In other words, it's easy to imagine but exceptionally difficult to execute.

The NASDAQ Persistent Profits (QQQ/TLT) Strategy provides subscribers with an alternative to buying-and-holding the NASDAQ 100 ETF (QQQ) – side-stepping drawdowns and achieving far superior performance with a total return since inception that is more than ten-times (1,081%) the return of the market, represented by the S&P 500 ETF (SPY). In less than 14 years, every $100,000 invested in this model became $2.6 million (compared to $332k for the S&P 500).

The NASDAQ Persistent Profits (1 ETF) Strategy generates a very steady Average Annuallized Return (AR) of about 27-28% per year, with an Average Annual Max Drawdown (AAMDD) of just -11.60%. Since 2007, the strategy has 71% winning trades, which is exceptionally high when compared to peers. Despite its far greater performance, this strategy is still quite conservative, with a Risk-Adjusted Return (RAR) of 1.77 (Sharpe) and 2.70 (Sortino) – compared to 0.49 and 0.64, respectively, for the S&P 500 ETF (SPY). Trades occur less than twice per year (5.33 month avg. hold time).

The reason the market is such a challenge for investors is because their emotions and subconscious biases sabotage their efforts. There is an entire field of academic study—called Behavioral Finance—focused on classic human errors surrounding matters of money. A systematic investment model such as the NASDAQ Persistent Profits Strategy addresses these stumbling blocks by using advanced quantitative algorithms to determine the proper ETF holding at any given time. Our models are exceptionally profitable – as long as you follow them to the letter!

The team of investment design professionals at ETFOptimize have a combined 50-years of experience in solving the most difficult investment challenges using sophisticated, algorithmically configured trading strategies that produce profits under nearly every condition imaginable.

PERFORMANCE: The result of accurate position rotation is a NASDAQ Persistent Profits (1 ETF) Strategy that generates a very steady Average Annualized Return (AR) of about 27% per year, with an Average Annualized Max Drawdown (AAMDD) of just -8.2%. The strategy has an average of about 75% winning trades since inception. For further information on essential statistics, please see the Performance Statistics section just below.

Our abbreviated name for this strategy is 'NPP-1.'

Data sources: Performance Statistics; Portfolio123, Standard & Poors Global Market Intelligence,
Compustat, S&P Capital IQ, St. Louis Federal Reserve.

Inception: July 1, 2007
Rebalance Frequency: Weekly
Weighting: 100% in 1 ETF (either EQUITY or DEFENSIVE, depending on conditions)
Benchmark: SPDR S&P 500 ETF (SPY)

PERFORMANCE
(Higher is better)
Strategy Total Return since Inception: 2,537%
Strategy Avg. Annual Return (avg. per year since inception): 27.35%
Benchmark S&P 500 ETF (SPY) Total Return since inception: 176.02%
Benchmark (SPY) Annualized Return since inception: 7.74%
Financial Crisis & Recovery Return: 417.62% (see "Financial Crisis Performance' below)
Avg. Yearly Percentage of Winning Trades: 75%
Biggest Winner / Biggest Loser: 66.23% / -2.84%
Average Position Hold Time: 112.16 market sessions (about 5.61 months)
Winning Trades Held for an average of: 144.96 market sessions (7.25 months)
Losing Trades Held for an average of: 20.30 market sessions (1.02 months)

RISK
(Lower is better)
Number of Money-Losing Years: ZERO of 14 = 0%
Number of Profitable Years: 14 of 14 (100%)
Strategy's Average Annual Max Drawdown (AAMDD)**: -8.47%
Benchmark's (SPY) Average Annual Max Drawdown (AAMDD)**: -13.9%
Strategy's Absolute Max Drawdown (MDD): -11.60%
Benchmark's (SPY) Absolute Max Drawdown (MDD): -55.19% (Oct. 2007-March 2009)
Strategy's Standard Deviation: 12.88%
Annualized Alpha: 24.12%

RISK-ADJUSTED RETURN
(Higher is better)
Sharpe Ratio - Since Inception: 1.87 (Compare to Benchmark, SPY, at 0.60)
Sharpe Ratio - Last 3 Yrs: 2.49 (Compare to Benchmark, SPY, at 0.89)
Sortino Ratio - Since Inception: 2.97 (Compare to Benchmark, SPY, at 0.77)
Sortino Ratio - Last 3 Yrs: 3.87 (Compare to Benchmark, SPY, at 1.10)

(Our abbreviated name for this strategy is "PP-1")

Get This Consistent Performance for Yourself

For all data above: *Past performance is not necessarily indicative of future returns. **Average Annual Max Drawdown (AAMDD) is the average of the worst peak-to-trough drawdowns each year since inception, which we believe is the best representation of the worst peak-to-trough declines you might experience as a subscriber in any given year. We also provide the Maximum Drawdown (MDD) figures, which are the very worst drawdown instance that has occurred since inception.

A smooth, steadily climbing performance chart: As you can see from this chart that runs from the strategy's inception on July 1, 2000 to present, the NASDAQ Persistent Profits (1 ETF) Strategy provides a steady and consistent, upward ascent of its equity curve. The NASDAQ Persistent Profits Strategy consistently identifies the market's regime – whether economic conditions are in expansion or contraction – and determines whether QQQ or a TLT is appropriate for current conditions. The model also selects This continuous assessment of conditions and rotation of its position keeps your money growing month after month, year after year.

In the charts below, the NASDAQ Persistent Profits (1 ETF) Strategy's performance is shown by the red line – while its benchmark, the SPDR S&P 500 ETF (SPY), is represented by the blue line.

(July 1, 2007 - Present)

KEY: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 Index.
The red line is the NASDAQ Persistent Profits (QQQ/TLT) STRATEGY performance since inception.

Note: The charts on this page are not logarithmic. Therefore, recent volatility shown in the top graph (% Return) appears far greater than past volatility, even if it is less in percentage terms. To accurately compare recent volatility to past volatility, please see the lower-half (% Drawdown) of each 2-part graph.

Subscribe Today to Make This Return Your Own

It's easy to see from a glance that the NASDAQ Persistent Profits Strategy displays a smooth, steady and persistent upward climb in its equity curve – without significant drawdowns. Here's a zoom into the last few years showing a summary of the strategy's performance during the Covid Crash and resulting recession:

Maximum DFrawdown on Bommom.

— NEVER a Money-Losing Year !

Average Annualized Return (2003-2021): +26.08%

Average Annual Max Drawdown: -8.21%

Worst Max Drawdown since launch: -16%

Average Annual Overall Winning trades: 67%

Profitable Years: 14 of 14 (100%)

Subscribe Now for Instant Access

To demonstrate how the ULTIMATE COMBO Strategy protects you from severe market losses while achieving exceptional performance, the best example we can provide is the model's performance during the 2007-2009 Financial Crisis.

The S&P 500 ETF (SPY), which consists of 500 of America's premier companies, began declining in late 2007, then continued downward throughout all of 2008 and through early-2009, losing -55% of its value by the time it had bottomed on March 9, 2009. Meanwhile, the ETFOptimize ULTIMATE COMBO Strategy had switched to profitable, Defensive ETF positions and stayed with those positions. As stocks declined through the market bottom in March 2009, the model at no time operated at a loss and was showing a 12% profit at the market low. By the time the S&P 500 had recovered all its losses over the subsequent 3.5 years, the ULTIMATE Strategy had outperformed the market by more than 366%!

The Financial Crisis in Two Charts:

The Left Chart below presents the Ultimate COMBO Strategy from the 2007 High to the Financial Crisis low. The downturn began at the October 9. 2007 high and continued with a drop of -56.78% in the S&P 500 at the trough of the Financial Crisis on March 9, 2009. You can see that our Persistent Profits Strategy moved in an upward assent the entire time the market was declining – during the worst 18 months for the stock market in a generation.

The Right Chart below shows the entirety of the tempestuous tale – from the beginning of the Financial Crisis through its low and the subsequent 3.5 years required for recovery. This period is an excellent way to show how our ULTIMATE COMBO Strategy would have performed for you during these extreme conditions – providing a return of 366% to prudent investors who followed the Ultimate Combo model decisions as it switched at the optimum time from Equity ETFs to Defensive ETFs – then back from Defensive ETFs to Equity ETFs.

The ULTIMATE COMBO Strategy more than QUADRUPLED investor's funds during the Financial Crisis, turning a $100,000 investment into $517,623 in five years, while a buy-and-hold investor in America's premier companies (represented by the S&P 500 ETF) lost more than half of their assets in 18 months and required another 3.5 years to recover that loss (shown by the chart on the right) and get back to 0%.

2007 High to Financial Crisis Low – From the October 9, 2007 pre-Financial Crisis high to its low on March 9, 2009, this strategy's benchmark, the S&P 500 ETF (SPY), lost -55.19%. Meanwhile, the NASDAQ Persistent Strategy subscribers watched the devastation unfold WITHOUT worrying about loss of their financial assets. Instead, by the March 9 low, our NASDAQ Strategy had gained 11.69% – beating the market by 74% and with 70% winning trades.

2007 High to Financial Crisis Low and 5-Year Recovery – This strategy's benchmark, the S&P 500 ETF (SPY), descended from the pre-Financial Crisis high on October 9, 2007 through its low on March 9, 2009 – dropping -55.19%. Then SPY required a total of five long years to get back to breakeven – a 0% return. Meanwhile, our NASDAQ Strategy returned 418% – turning an investor's savings of $100k into $517, 624 – while most investors gained NOTHING over those five long years.

Eliminating significant market declines and the recovery time required is one of several ways the ETFOptimize strategies produce considerable outperformance. Our NASDAQ Persistent Profits Strategy combines a variety of uncorrelated defensive approaches to make sure that losses are minimized, including holding cash, cash-proxy ETFs, or defensive ETFs (bonds, gold, etc.)

Our NASDAQ Persistent Profits Strategy uses a sophisticated set of rules-based algorithms, made from a composite of as many as 38 key indicators (from the fields of macroeconomics, stock fundamentals, sentiment, and technical signals) to consistently and accurately rotate to the optimum nine ETFs at all times, thereby producing a steady, ever-climbing equity curve and eliminating investor stress. This strategy, which combines five of our core – uncorrelated – investment models, has produced a total return of about 2,665% in 13.5 years – more than 16 TIMES greater than the total return of the market (SPDR S&P 500 ETF - SPY).

Sign up now for an Annual Subscription at $290 per year
(and save 33% off the regular monthly or annual price of 5 Premium models)

If you aren't sure an ETFOptimize Premium Strategies is right for you, please select and try one of our monthly strategy subscriptions, all of which are FREE for the first 14 days – and then they are additionally backed by a 60-day money-back guarantee.

Get an Annual Subscription and Save 33% off the Monthly cost!

FISCAL-YEAR PERFORMANCE RECORD

The table below shows this strategy's performance using different start and ending dates each year than is typical. Rather than Jan. 1 to Dec. 31, returns are measured from July 1 each year to June 30 the following year. We find that this Fiscal-Year approach is more consistent for comparison purposes than using the calendar year, which includes unnecessary volatility related to tax-related, profit-or-loss-related, and holiday-related short-term motivations. Since 1998, we have been launching new Premium Strategies on July 1 of the year they were first presented (live) to the public.

The Fiscal Year Performance table below shows this model's returns across the top line ('Model'), the Benchmark's (the S&P 500 ETF – i.e., SPY for most models) performance in the middle line, and outperformance—or 'excess' performance of the strategy over its Benchmark on the bottom row. This table shows the model has been profitable every year since its inception and has beat the S&P 500 every full year. This table's last column began on the most recent July 1 (2020) and is updated monthly through the end of the most recent complete month.

Fiscal Year Performance

Get Instant Access to this Amazing Model !

This table shows the NASDAQ-Persistent Profits Strategy's trading record since inception for Winning, Losing, and Total trades, as well as Realized (Closed) and Unrealized (still held) ETFs.

HIGHLIGHTS

– Winning Trades stands near 80%, which is exceptionally high – even for a highly effective ETFOptimize strategy. High ratios for Winners-to-Losers is a proven recipe for a highly successful investment strategy. Also, the biggest winning trade gained 66.23% while the worst losing trade only declined by -2.84%.

Get Instant Access

One of the most important measures of the effectiveness of an investment approach is its Risk-Adjusted Return, commonly measured by the Sharpe Ratio or Sortino Ratio. These metrics show the ratio of an investment's performance to its volatility. The Sharpe Ratio measures performance against all volatility, while the Sortino Ratio measure performance against downside volatility only. Investors are prone to making emotionally based, injurious decisions when volatility gets high, so the industry has labeled this factor as 'risk.' A strategy with a high Risk-Adjusted Return is one that provides excellent upside performance with low volatility.

Notice the dramatic outperformance of this strategy when those two ratios are compared to the strategy's benchmark - a buy-and-hold of the S&P 500-EW ETF (RSP). Since the inception of this strategy, the Sharp Ratio of the S&P 500-EW ETF (RSP) is 0.59 while its Sortino Ratio is 0.76 – compared to 1.12 and 1.75 (at the time of this writing) for this strategy. You can also see from the last entry on the bottom-right side of the table showing Alpha % (average annual outperformance of a portfolio compared to the performance of its benchmark) that this strategy outperforms the S&P 500 by an average of more than 15% per year! The actual, year-by-year outperformance is shown in the "Performance Stats - Yearly" table (above).

Strategy Universe

Sophisticated algorithms in the NASDAQ Persistent Profits strategy consistently selects the optimum ETF for conditions from a 2-ETF Universe, consisting of the Invesco NASDAQ 100 ETF (QQQ) and the iShares 20+ Year Treasury Bond ETF (TLT), representing equities and fixed-income assets, respectively.

Both of the assets in this strategy's universe (QQQ and TLT) are very popular, widely-traded ETFs and subscribers should be able to enter and exit the trades with ease. The spread on QQQ is usually 0.00% and the spread on TLT averages only 0.01%. Nearly instantaneous fills on each trade is the norm for individual investors with personal portfolios of as much as $50-$100 million. If you are investing more than $100 million when following the trades recommended by this model or if you are an investment advisor with cumulative client assets greater than $100 million, please contact us for additional suggestions on the lowest-cost ways to accomodate your transaction needs.

This Investing Breakthrough Can Be Yours

Benefits of This Strategy

ROBUST GAINS DURING BOTH RALLIES AND DOWNTURNS: Selecting the appropriate asset class at the appropriate time – either a long equity representation from QQQ or a defensive bond representation from TLT – provides you with performance that is significantly more than the return of the broad market during bull rallies, while also producing gains (from TLT) during market downturns.

UNEMOTIONAL, EFFICIENT INVESTMENT DECISIONS: Using an emotion-free, mathematically driven trading system enables you to ignore the financial media, with its click-bait pessimistic market outlooks, coffee-fueled TV shysters, and hype-reliant internet frauds who attempt to surreptitiously hijack your wallet. Instead, your weekly ETFOptimize Strategy Update will quietly provide you with the accurate intelligence you need, with detailed documentation of trades when they occur, details of your strategy's performance for multiple time-frames, and a comprehensive set of statistics so you can quickly check your progress toward achieving your financial goals. Subscribers can sleep soundly know that their strategy is always selecting the optimum positions for conditions and perhaps most advantageous of all – knowing that by design, there is virtually no risk of losing money in any given year.

EASY TO USE: The ETFOptimize investment strategies seek to minimize the number of trades needed to attain their high performance, and on average, have 3.83 months between trades. For this strategy, the average hold time is 215 business days or about 10.7 months. When a transaction occurs, you receive straightforward recommendations that you can quickly execute with the click of a button at your broker's website. For investors who want to become familiar with each position, we provide a link to complete background data and relevant news for each ETF selected for use by the strategy.

The ETFOptimize strategies are unquestionably a breakthrough in the investment world – providing what legitimately may be the easiest way to attain substantial wealth through consistent compounding – with minimal risk. For investors, they can be the "Holy Grail" – a simple, proven investment approach that significantly gains ground through both bull markets and bear markets alike.

Get Instant Strategy Access

Your Subscription Includes...

1) Strategy Updates – Every Sunday by noon, we update your model's Premium Strategy Page with freshly revised details, including updated prices and performance statistics for holdings, performance of closed positions, long-term and short-term performance charts, and documentation of all aspects the strategy, including comprehensive trade and risk statistics. Having the latest performance information keeps you abreast of the profits you're accumulating toward achieving your financial goals – and much more..

Save 40% !

2) 'Insights™ - the Systematic Investing Resource' – Premium-strategy subscribers get first access to our award-winning, data-driven Insights™ market reports as soon as they are released – well ahead of the public and media outlets that cover us. Since 1998, thousands of individual investors and advisors have come to depend on the premium quantitative assessment in our weekly market reports, and you'll get that information days before non-subscribers or media outlets have an opportunity for access. Discover the Insights™ our proprietary indicators can reveal about macroeconomic measures, fundamental stock factors, market-internal breadth indicators, and sophisticated technical signals, always accompanied by clear, explanatory charts.

3) 'Inside Secrets of Investing' Blog – When we post a timely analysis or news-worth article to our Inside Secrets of Investing Blog, Premium-Strategy subscribers get the first access to that valuable information. Our 'Inside Secrets of Investing' blog offers investors insightful content that isn't discussed in our macroeconomic/fundamental analysis sections, including ETF-related news, evergreen investment articles, and rarely-mentioned tips from experienced insiders who have more than 50 years of combined investing experience – helping you attain and maintain phenomenal investment performance.

4) Perhaps Most Importantly – You'll get the potentially life-changing benefit of consistent and exceptional compound growth of your investment dollars without the stress and corrosive worry about a potential loss of your capital that accompanies most other investment approaches. Each of the ETFOptimize quantitative strategies have substantial weights on factors that help the models avoid portfolio drawdowns – the number one cause of poor long-term investment performance.

An average Sharpe ratio of 1.50 and an average Sortino Ratio of 2.21 consistently rank our strategies atop the lists of highest risk-adjusted return of any mutual fund, professionally managed portfolio, or quantitative investment models available to investors today. Our ULTIMATE COMBO Strategy combines six of our models for uncorrelated, robust performance and attain a Sortino Ratio of about 3.0! Why not put this steady stream of investment profits to work for you starting today?

As provided by the 60-day 100% Guarantee detailed below, you have no risk whatsoever to get started with a subscription strategy. Your subscription is protected by a 100% money-back guarantee – demonstrating our confidence that you'll love this product!

After Your 14-Day Trial, You Get a
60-DAY, 100% MONEY-BACK GUARANTEE

Subscribe 100% Risk Free with a 60-day Money-Back Guarantee

We back our Monthly Premium Strategy subscriptions with a 60-day, 100% No-Risk Guarantee. We guarantee that you'll be thrilled with the results you get, or just let us know within the first 60 days and we'll promptly refund every penny that you paid. No questions asked!

This airtight, written protection is your iron-clad assurance that you can thoroughly experience the performance of your ETFOptimize Premium Investment Strategy and the password-protected subscriber content for a full two months – ample time to discover just how exceptional the product is – with hands-on experience – while you incur NO risk whatsoever.

To insure you have complete confidence in subscribing without risk:

Your Risk-Free Protection #1: 14-day FREE TRIAL Without Charge

Your Risk-Free Protection #2: 60-day Money-Back Guarantee if You Aren't Satisfied

If you're not satisfied for any reason – or no reason at all – just let us know, and we'll send a refund
to your account faster than you can say the words "Complete Satisfaction!"

100% Risk-Free Monthly Subscriptions

— We Guarantee You'll Be Thrilled with Your Strategy Subscription —

Optimized Investments, Inc. (the company operating ETFOptimize.com) has held an A+ Rating with the Better Business Bureau without a single complaint since the firm's launch in 1998. Our corporate mission is to create a group of enthusiastic customer advocates who consistently achieve their wealth-building goals using the ETFOptimize Premium Investment Strategies. Why not join the thousands of investors who have already taken advantage of these unique models? You have zero risk – the burden is entirely on us to provide you with the performance, features, and benefits discussed on the page above.

By subscribing, you acknowledge that you have read and agree to the ETFOptimize Terms and Conditions. Billed as "Optimized Investments, Inc."
Satisfaction guarantee applies to the first 60-day period after your paid monthly subscription begins. Annual subscriptions are non-refundable.
All rights reserved, Copyright © 1998 , ETFOptimize.com.

View All ETFOptimize Strategies

Home Page

DISCLAIMER
All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security. We offer this information with your understanding that ETFOptimize.com is not acting in a fiduciary capacity, nor is individual investment advice provided to subscribers/clients. ETFOptimize.com has no knpowledge about the reader's investment objectives, financial situation, or the needs of any particular person who may view this material, nor may the investments discussed herein be suitable for all types of investors. Diversification does not guarantee a profit or eliminate the risk of a loss. If you are unsure if the content on this site is appropriate for your needs, please consult with a Registered Investment Advisor or other financial advisor. Click here to research the background and experience of financial advisors, brokers, and investment firms in your area that are reviewed by FINRA. Our website (ETFOptimize.com) has has no financial relationship with FINRA or any broker/advisor reviewed by FINRA and provide this link as a convenience, but for most investors, no outside assistance is necessary. We base all opinions, analyses, and information included herein on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. While ETFOptimize undertakes significant effort to ensure that the information provided is accurate, it does not warrant the accuracy, completeness, correctness, or fitness for any particular purpose for the material. ETFOptimize undertakes no obligation to update previously published opinions, analysis or information provided should conditions change. You should independently verify all information obtained. If you are not sure if Exchange Traded Funds, systematic/rules-based investing, or a particular investment approach is right for you – or if professional advice is required, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content represents themselves to be Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Premium content subscribers assume the entire risk and cost of any investment or trading decisions they undertake. As a basis for investor education, ETFOptimize provides articles, analytical content, and performance representations that may include results obtained from backtesting various algorithms and complete systems on historical data provided by government agencies and private businesses. Please note that hypothetical or simulated performance results used for these articles have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the reader does not execute the trades, the results may have under-or-over compensated for the impact, if any, of certain idiosyncratic market factors. All systematic models are also subject to the fact that despite being designed with the benefit of hindsight, the designer cannot anticipate every possible future investment scenario. ETFOptimize makes no representation that any particular investment approach will or is likely to achieve profits or losses similar to the historical or simulated returns of the models demonstrated herein. Always remember that past investment performance may not be indicative of future returns and ETFOptimize.com, Optimized Investments, Inc., nor its employees, service providers, associates, or affiliates cannot be responsible for losses you may incur as a result of using the information provided. Investing in publicly traded securities is inherently risky. Please see the site's complete Terms and Conditions for important additional information and disclaimers. By using the ETFOptimize website in any manner, by clicking any link, or viewing any of the pages herein, you implicitly agree to all terms and conditions, including this disclaimer.