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

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Our S&P 500 CONSERVATIVE STRATEGY is now available by regular monthly subscription! We are offering a limited number of investors the opportunity to subscribe to this strategy at only $9 per Month (or $90 per Year). This 'loss-leader' offer includes all weekly strategy updates, our insightful, subscriber-only 'Quick Look' analysis of the key factors affecting markets at any given time, and all the same high-value investment features that Premium (paid) Strategy subscribers receive—for just 30 cents a day.  Consider the prospect of watching your savings grow at a rate of 15% per year, at a cost to virtually eliminate of only $90 per year.

We hope this extremely low price for this loss-leader model will convince investors to try the more advanced ETFOptimize models, and you'll be so impressed that in the future you'll want to sign up for more than one of our high-performance, more aggressive (yet EVEN SAFER) models. See our Ultimate Combo-6 Strategy for details.

To get started with your subscription, select the 'S&P 500-Conservative (SPY/Defensive) Strategy' listed in the product list on the Subscribe form and complete your registration. You'll get a 14-day Free Trial and your purchase is also protected by a 60-day Money-Back Guarantee.

Annual subscriptions are available for only $90 per year (a 17% discount off the monthly subscription cost, equivalent to a $7/month subscription or two months free).

We are making this sophisticated investment model available to a limited number of subscribers – and this incredibly low-priced offer may be discontinued at any time – so please don't delay!

Get Started for Free Today!

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

*For all descriptions and statistics on this page, remember that past performance is not necessarily indicative of future returns.
Please consult a Certified Investment Advisor or  professional Financial Counselor if you need personalized assistance with your investments.


The most recent update of our Premium Strategies was on:

Sunday, May 28th, 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 © 1998–2023 Optimized Investments, Inc., dba, all rights reserved.

S&P 500 Conservative (1 ETF)  Strategy


The S&P 500 CONSERVATIVE STRATEGY provides investors with a smooth, steadily climbing portfolio: As you can see from this chart that runs from the strategy's inception on July 1, 2000 to present, the S&P 500 Conservative Strategy provides a steady and consistent, upward ascent of its equity curve. The S&P 500 Conservative Strategy consistently identifies the market's regime – whether economic conditions are in expansion or contraction – and determines whether the S&P 500-based Equity ETF (SPY) or a Defensive ETF (TLT, BIL, etc.) is appropriate for current conditions. This continuous assessment of conditions and adjustment of its position keeps your money growing month after month, and year after year.

 The S&P 500 Conservative 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.

Performance Chart – Since Inception
(July 1, 2000 - Present)

(Note: The drawdown in early 2022 looks huge on this chart, but that's because the amounts have grown so much. On a relative basis (% Drawdown), the early-2020 decline is no larger than any other ever experienced, which you can easily see by the lower pane, which shows this model's drawdowns dwarfed by the S&P 500 ETF (SPY) terrible selloffs.)

Performance since Inception

KEY: The red line shows the 'S&P 500 Conservative Strategy's' performance since inception. 
The blue line shown as the benchmark is a buy-and-hold of the SPDR S&P 500 (large-cap) ETF (SPY).


With a compound annual growth rate of about 15% since 2000 (compared to 7.06% for the S&P 500 ETF - SPY - for the same timespan) and a 20% Annual Return since 2009, this easy-to-use, 1-ETF Conservative (SPY/Defensive) Strategy produces more than FIVE TIMES (560%-times) the return of the S&P 500 ETF (SPY) during the same period – 1,315% to 234% since inception (20 years from 2000 to 2020).

Also, the Maximum Drawdown is reduced from -56% for the S&P 500 to just -16% for this model, and the average maximum drawdown in any year is only -11%. It accomplishes this task by making a few, well-timed trades (average 10 months holding time) to a very low risk Treasury Bond ETF (TLT, SHY, or BIL).


Year-to-Date Chart

The red line shows the "S&P 500 Conservative Strategy's" performance for the last two years.
The blue line shown as the benchmark is a buy-and-hold of the Vanguard Total Stock Market ETF (VTI).


Because of its risk-mitigation algorithms, the S&P 500-Conservative Strategy provides the an excellent Risk-Adjusted Return (using the Sortino Ratio - a measure of an investment's overall return relative to its downside volatility) at 1.41 (compared to 0.60 for the S&P 500 over the same period). The SP500-CSRV Strategy has an annualized Alpha at 11.82%, which is excellent for a 1-ETF model. This strategy can't outperform by using leverage. Leverage is prohibited, and the model's Universe consists of either SPY, or when defense is required, one of these three ETFs: SHY (1-3-Year Treasury Bond ETF), BIL (1-3 month Treasury Bill ETF), or TLT (20-Year Treasury ETF). Instead, the model uses algorithms to mitigate risk and significantly outperform the market.


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S&P 500 Conservative (1 ETF)  Strategy

Strategy Description

The S&P CONSERVATIVE: S&P 500 (SPY) / DEFENSIVE (1 ETF) Strategy (abbreviated to 'SP500-CSRV') is our easiest, simplest model, with an investment approach designed to rotate, at the optimum time, to one of two ETFs – either the SPDR S&P 500 ETF (SPY) or the iShares 20+ Yr Treasury Bond ETF (TLT) or other Defensive ETF, depending on whether stocks are in an expanding (bullish) market or a contractionary (bearish) market. While this strategy does not achieve the exceptionally high gains of our other models, it also does not use any leveraged or inverse ETFs. Moreover, the ETFs used are two of the most-popular and most- traded ETFs available today.

Since its launch on July 1, 2000 through today, the S&P 500 Conservative Strategy has produced a total return of about 1,850%, which is 8.3-times more than its benchmark, the S&P 500 Index, which had a total return of 223% for the same period. This strategy has an Annual Return of about 15% since July 2000 – and an Annual Return of about 21% since July 2007. Meanwhile, the S&P 500 ETF (SPY) has logged an Annual Return (including dividends) of just 6% and 8%, respectively, for the same periods. We attain this exceptional outperformance by selling the S&P 500 ETF (SPY) and purchasing a Defensive ETF (TLT, SHY, BIL) when the model detects (through 50+ indicators) increased risk conditions.

At the start of periods when SPY would normally be losing money, the SP500-CSRV Strategy makes a timely switch a defensive ETF and continues recording gains.

For Whom is This Model Appropriate?

At a cost of only $9 per month (with a 14-day FREE trial), and attaining a consistent Annual Return of about 15% (21% since 2007), the S&P 500-Conservative Strategy ('SP500-CSRV') is the perfect conservative model for investors who are just getting started or seasoned investors seeking a steady component as the basis for their portfolio. Its consistent investment results, with low volatility and minimal drawdowns (average Max Drawdown of just -11% per year) will give you the chance to become familiar with the process of investing, achieve much higher returns than alternative investments, and avoid big paper losses that can traumatize new investors. With the S&P500-CSRV Strategy, risk of significant loss is virtually eliminated.

The S&P 500 Conservative Strategy has been profitable every year since it was made public in July 2000. That's more than 20 consecutive years making money for investors, which contributes to the status of all our models being profitable since their inception. Collectively, that's 92 of 92 consecutive years of profitability!

2) On the other hand, the SP500-CSRV Strategy can also be the perfect foundation for experienced, more aggressive investors who wish to add a steady, consistently profitable component to a portion of their long-term portfolio. Mating this conservative model with one of our more aggressive Equity Strategies in a 30% - 70% ratio can give you exceptional performance as well as a safety net during rough periods.

– For the ultimate in diversification, consistency, and stability, investors should choose our ULTIMATE 6-Model (9 ETF) COMBO Strategy.

By offering this easy-to-use, low-turnover, conservative strategy at the introductory price of just $9 per month, we hope to introduce you to a world of investment performance using ETFs that you'll never want to leave. After gaining experience with this introductory investment strategy, we find that many new investors then add some of our more sophisticated and higher-return models—or choose our ULTIMATE COMBO Strategy. We hope to serve you so well and satisfy your investment needs so completely, you'll become an avid, lifetime ambassador for ETFOptimize!


Our company is growing primarily through word-of-mouth in the investment community. By serving you well and dramatically improving your investment results, we hope to add you to our growing list enthusiastic advocates.

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Subscribe at the same price we first offered this model in 1998!

S&P 500 Conservative (1 ETF)  Strategy

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

Inception: July 1, 2000
Rebalance Frequency: Weekly
Average Position Hold Time: 113.16 market sessions (about 5.66 months)
Nearest  Benchmark: SPDR S&P 500 ETF (SPY)

PERFORMANCE* (Higher is better)
Annualized Return (since inception on 2000): 14.45%
Annual Return since July 1, 2007: 17.31%
Annual Return since July 1, 2009: 20.72%
3 Year Return:  49.56%
Total Return since Inception:  1,314.47%
Benchmark (S&P 500 ETF: SPY) Return since Inception:  234.07%
Years Outperforming Benchmark:  13 of 18 (72%)
Number of Years Profitable:  19 of 19
Financial Crisis & Recovery Return:  117.56% (see "Financial Crisis Performance' below)
Percentage of Winning Trades:  60.71%
Biggest Winner, Biggest Loser:  48.84%,  -4.71%
Winning Trades Held for (avg):  241.76 Days
Losing Trades Held for (avg):  32 Days
*Past performance is not necessarily indicative of future returns.

RISK (Lower is better)
Number of Money-Losing Years:  ZERO of 19
Strategy's Average Annual Maximum Drawdown:  -7.03%**
Benchmark's (SPY) Average Annual Maximum Drawdown:  -14.1%**
Strategy's Max Drawdown (since inception): -16.71% (one week in Aug. 2011)
Benchmark's (SPY) Max Drawdown (since inception): -56.78% (in 2008-2009)
Standard Deviation: 9.39%
Annualized Alpha: 9.40%

RISK-ADJUSTED RETURN (Higher is better)
Sharpe Ratio - Since Inception: 1.11  (Compare to S&P 500 ETF Benchmark SPY at 0.23)
Sharpe Ratio - Last 3 Yrs: 0.98  (Compare to S&P 500 ETF Benchmark SPY at 0.84)
Sortino Ratio - Since Inception: 1.53
  (Compare to S&P 500 ETF Benchmark SPY at 0.30)
Sortino Ratio - Last 3 Yrs: 1.21 (Compare to Benchmark at 1.04)

(Our abbreviated designation for this strategy is: "SP500-CSRV")

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*Past performance is not necessarily indicative of future returns. **Average Annual Max Drawdown (AAMDD) is the average of the deepest peak-to-trough drawdown each year since inception, which we believe provides the best representation of the worst declines you might experience as a subscriber.

S&P 500 Conservative (1 ETF)  Strategy

Making Sure Market Losses Don't Destroy Your Life Savings

Outperformance is nothing if it isn't accompanied by downside protection when the market begins to slide. After all, who wants an aggressive investment approach that produces an excellent performance when stocks are rising – but loses it all (and perhaps more) when conditions turn negative? (There are already far too many investment approaches that match this noxious description.) 

What the vast majority of investors don't realize is that (according to well-respected Ned Davis Research, Inc.) since 1901, stocks have spent 76.4% of the time declining in value recovering from loss – and just 23.6% of the time creating wealth.

But what if you could turn the tables? What if you could eliminate or significantly reduce that time when portfolios spend declining, thereby dramatically reducing losses and instead growing the balance of your portfolio? That's exactly the prime objective of the ETFOptimize Quantitative Investment Strategies!

This S&P 500-based quantitative investment strategy will provide you with protection from significant, long-term loss whenever the risk of a market decline increases. The S&P 500-Conservative Strategy has never lost money during any year since inception, and has consistently produced a substantial return, year after year after year. By dramatically reducing losses compared to a buy-and-hold approach, then holding no more aggressive an ETF than the S&P 500 ETF (SPY – the largest, most actively traded equity in the world) during times when the market is climbing – allows this model to produce an Annual Return that is more than DOUBLE, and a Total Return that is nearly six-times (571%) the return of the S&P 500.


This strategy is programmed to automatically switch to the DEFENSIVE ETF when conditions become challenging. The strategy's performance algorithms consistently analyzes well-established drivers of investment returns and rotates to the S&P 500-based ETF (SPY) when conditions are bullish. When conditions turn negative, as occurs during economic contractions, this strategy is programmed to rotate to the iShares 20+ Year Treasury Bond ETF (TLT), the iShares 7-10+ Year Treasury Bond ETF (IEF), the Barclays-Bloomberg 1-3 Month T-Bill ETF (BIL), or another Defensive ETF, thereby substantially mitigating the risk of incurring a substantial loss. This approach has provided exceptionally high profits during long periods that included significant market declines, such during as the Financial Crisis in 2008-2009 or the COVID Crash of 2020.


When economic and market conditions begin to recover coming out of a recession, the S&P 500-CSRV Strategy rotates back to the S&P 500 SPDR ETF (SPY). Always prepared to rotate into the Defensive ETF selection, this strategy produces a excellent performance with infinitesimally small risk of losing money in any given year (as long as you stick with the strategy).* However, that risk does not go away entirely, and no matter how small, you should be aware that you can always lose money when investing in equities.

In addition to a high Risk-Adjusted Return (1.57, compared to the S&P 500 index at 0.22), which indicates an approach that produces high returns with minimal drawdowns, many investors are pleasantly surprised to learn that many of our strategies produce robust, positive performance even when stocks are declining. For specific details, see the analysis of Financial Crisis performance that we provide on the Profile page for each of our strategies. Since 1998, many thousands of our strategy subscribers have enjoyed the long-term, outstanding annual returns and minimal drawdowns that are available with emotion-free, quantitative investment strategies.

In the next section, you'll see how this strategy switched to cash just before the Financial Crisis downturn – losing no principal at all – while many investors lost more than half of their life's savings. When the recovery got underway, the S&P 500-BB Strategy entered an incredibly profitable stretch in which it appreciated 280% while investors in other investments were struggling to reach breakeven for full years, gaining 0% in all that time – virtually dead money for 55 long months.

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S&P 500 Conservative (1 ETF)  Strategy

Financial Crisis Performance

To demonstrate how this strategy protects you from severe market losses and achieves strong performance, the best example we can provide is the 2007-2009 Financial Crisis. The S&P 500 Index, which consists of 500 of America's premier companies, began plummeting in late 2007, continued throughout all of 2008, and into the first quarter of 2009, losing -55% of its value by the time it had bottomon March 9, 2009. Meanwhile, the ETFOptimize S&P 500-Conservative Strategy switched to the Defensive ETF (TLT) position just before the downturn began, and as stocks declined through the bottom in March 2009 the strategy made a little bit of money. By the end of the nightmare, in 2013, this strategy outperformed the market by more than double!

We show the story in two charts:

The Left Chart below presents the 2007 High to Financial Crisis Bottom.  These developments began at the December 10, 2007 high just before the downturn, until the lowest point at the Financial Crisis trough on March 9, 2009.  You can see that our S&P 500- Conservative Strategy moved along steadily and calmly, holding a smooth, slight upward climb the entire time the market was plummetting – not dipping for minute at any time during the worst 18 months of the crisis – and providing an outperformance of 61.54% (6.16% + 55.37%).

The Right Chart below shows the entirety of the tempestuous tale – from the Beginning of the Financial Crisis through its Recovery – and demonstrates the exemplary way that our S&P 500 Conservative strategy performed during these extreme conditions.

The entire Crisis, from beginning to end, required 4.5 long years for the S&P 500 index to first decline -55%, then slowly recover all that it lost. Meanwhile, the SP500-CSRV Strategy more than doubled investors funds during the crisis, and while a buy-and-hold investor in America's premier companies (represented by the S&P 500 index) loss of more than half of their assets in 18 months and required another four years to recover that loss (shown by the chart on the right).


Strategy performance vs. S&P 500 at Crisis Bottom


Strategy performance vs. S&P 500 from Crisis Beginning until Recovery of Losses

2007 High to Financial Crisis Bottom – From the December 2007 pre-Financial Crisis high to its low on March 9, 2009, this strategy's benchmark, the S&P 500 index, lost -55%. During the same period, our S&P 500 Conservative Strategy switched to a Defensive ETF (TLT) from its long position – just before the start of the downturn. After this strategy correctly anticipated the worst market selloff since the Great Depression, subscribers sat anxiety-free in  the 20+ Year Treasury Bond ETF (TLT), watching the crisis unfold without worrying about losing more than half of their life savings and stressing about their financial security.


Financial Crisis & Recovery – This strategy's benchmark, the S&P 500 index, descended from its December 2007 high (just before the Financial Crisis) through its low on March 9, 2009 – losing -55%. Then, as shown in the chart above, stocks began to gain ground in fits and starts for four years, requiring a total of 5.25 years (until March 1, 2013) to return to where they started - to the breakeven level. During all that time, buy-and-hold investors in the S&P 500 had 'dead money,' and struggled just to recover all they had lost. Meanwhile, our S&P 500 Conservative Strategy produced a total return of 117% – or 16.04% annualized.



Eliminating significant market declines – and the recovery time required – is one of several ways the ETFOptimize strategies produce considerable outperformance. When the sophisticated Ranking and timing system detects a downturn is imminent, this strategy rotates to the iShares 20+ Year Treasury Bond ETF (TLT). During bullish conditions, this strategy holds the S&P 500-based ETF (SPY).

Our S&P 500 Conservative Strategy consistently generates accurate signals to rotate to the appropriate ETF, thereby producing a very steady equity curve and eliminating undue stress. This strategy does not use leverage positions, but since the high in 2000, has still produced a total return that is 7.35 times greater – and an annualized return that is 3.3 times greater than the S&P 500.


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S&P 500 Conservative (1 ETF)  Strategy



Rather than Jan. 1 to Dec. 31, annual returns are measured from July 1 each year to June 30 the following year. This Fiscal-Year approach is more consistent for comparison purposes than the calendar year, which includes unnecessary volatility related to tax-related, profit-related, tax-loss-harvesting, and holiday-related short-term motivations that cause high volatility at the end of each calendar year. 

For these reasons, since 2000, we have been launching new Premium Strategies on July 1, during the year they are 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 (i.e., the S&P 500 (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's last column began on the most recent July 1 and is updated monthly.





From the top line, you can see that every year is shown 'in the black,' meaning that the S&P 500-CSRV Strategy provided healthy, positive annual returns in each calendar year since its inception in mid-2000, with an average annual return of about 14.5%–during a time when the S&P 500 averaged a gain of just 6%.

Also notice that in 2000, 2001, and 2002 this strategy produced positive returns at a time when the S&P 500 was losing a significant amount of money–i.e., during the dot-com bust–which saw the overall market dropped by -50%, and the technology-rich NASDAQ index drop by substantially more.

Keep in mind that is difficult for this strategy to move ahead of its benchmark (SPY) because it is using that same asset (SPY) in the portfolio as its bullish position. For higher returns with greater outperformance, please consider any of our higher-performance premium investment strategies.


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S&P 500 Conservative (1 ETF)  Strategy

Risk Measurements

One of the most important criteria for selecting any investment approach is its 'Risk-Adjusted Return,' which is usually assessed by the Sharpe Ratio or the Sortino Ratio measures. These two metrics show the ratio of an investment's performance to its volatility (which is called its 'risk' in the investment world). Notice in the table below the dramatic outperformance of this strategy when those two ratios are compared to the strategy's benchmark - a buy-and-hold approach with the widely used 70-30 weighted S&P 500 /Total Bond (SPY/BND) ETF combo.

Since the inception of this strategy in 2006, the Sharpe Ratio (or "risk-adjusted return") of the SPY benchmark is 0.60compared to a ratio of 1.45 for the S&P 500-BB strategy. For perspective, most “good” investments produce long-term annualized Sharpe ratios that fall between 0.5 and 1.0, and the S&P 500's long-term Sharpe ratio is about 0.40. Even more impressive is the S&P 500-BB Strategy's Sortino ratio (which measures the return against downside volatility only), which is 2.18 since inception, compared to the SPY benchmark's Sortino ratio of just 0.77. In the last 3 years, the S&P 500-BB strategy's risk-adjusted return ratios are even higher at 2.00 and 2.77, respectively.

Risk Measurements


You can also see from the last entry at the bottom of the table showing Alpha % that this strategy outperforms its market benchmark by an average of 9%-10% per year. Compare this to Warren Buffett (with a net worth of more than $80 billion and one of the wealthiest men on the planet and is considered to be the world's most successful investor of all time), who has attained a long-term Alpha of 9.06%. So you'll legitimately be able to say you are matching Warren Buffett for as long as you stick with this strategy!

*Note: All figures quoted above are based on their status at the time this section was written. While the numbers will change slightly week to week, the overall thrust of the text remains accurate – this strategy has a very high absolute performance very high risk-adjusted-return.


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S&P 500 Conservative (1 ETF)  Strategy


The S&P 500 Conservative Strategy uses a binary decision system that selects one of two ETFs (either SPY or TLT), depending on whether conditions are expansionary (bullish) or contractionary (bearish).

• The SPDR S&P 500 ETF (SPY) is a non-leveraged ETF that tracks the SPDR S&P 500 ETF Trust. SPY is the first ETF ever created in the US (1993), and the most widely traded ETF in the world, by both daily share volume , daily dollar volume, and assets under management (AUM, $320 Billion). Our S&P 500 Conservative Strategy uses SPY during bullish economic conditions or secular upward price trends.

iShares 20-Year Treasury Bond ETF (TLT) - this ETF is used as the sole defensive asset, employed during contracting economic conditions or if our algorithms detect the beginning of what will be a long-term decline in market prices. To minimize transactions and avoid lower-probability trades, this strategy will ride out short-term pullbacks, the worst of which occurred in August 2011 and only amounted to 16%.

Note: Because they are so widely traded, the two ETFs in this strategy can accomodate virtually any size of investment with instantaneous fills within moments, and with little or no transaction costs.

The SPDR S&P 500 ETF Trust (SPY) trades about $17.6 Billion per day, and on any given day, is the most-activelty traded security in the world. The ETF holds about $320 Billion in assets under management (AUM). Most importantly for liquidity concerns, the underlying stocks in it's basis index ($SPX) are (approx.) 500 of the largest, most well-known, most highly traded American companies, which gives it incredible implied liquidity – the most critical liquidity measure (contrasted the number of shares traded per day, which is meaningless for liquidity). FactSet Analytics rates SPY as 5 of 5 on the ease of trading a $1 million block of the ETF. As a result of its massive Implied Liquidity, SPY trades with a 0.00% spread between buyers and sellers.

The iShares 20+ Year Treasury Bond ETF (TLT) is also very popular, trading about $1.2 Billion per day with about 11.5 million shares traded each day. Most importantly, FactSet Analytics rates TLT as 5 of 5 on the ease of trading a $1 million block of the ETF.

All three ETFs (BIL, TLT, and SPY) used in this model are rated 5 of 5 stars by FactSet for the ease of trading a lump sum of $1 million. They can both accommodate far larger amounts than that because of the size of the underlying assets in their ETFs, which have enormous trading volume.

The following table summarizes tradability and other crucial facts about each ETF. For tradeability, the top two listings are by far the most crucial: 1) The index that the ETF tracks, and the 2) Implied Liquidity of that index. An ETF's tradeability is very different from Stock tradeability. The shares traded per day may be only a handful, but




  Index Tracked S&P 500 Large-Cap Stock Index US Treasury 20+ Year Bonds US Treasury 1-3 Month Bill
  Implied Liquidity ($1M trading ease) 5 of 5  (rated by Factset Analytics) 5 of 5  (Factset Analytics) 5 of 5  (Factset Analytics)
  Average Spread 0.00% 0.01% 0.01%
  Number of Holdings 506 40 15
  Expense Ratio 0.09% 0.15% 0.14%
  Yield 1.48% 1.78% 0.04%
  Non-Critical Factors:      
  Assets Under Management (AUM) $331 Billion $19.01 Billion $12.41 Billion
  Volume of Dollars Traded per Day $26 Billion $1.9 Billion $134 Million
  Average Daily Share Volume (45 days) 67 Million 13 Million 1.5 million
  Inception Date 01/22/93 (1st US ETF created) 07/22/02 05/25/07
  Legal Structure Unit Investment Trust Open-Ended Fund Open-Ended Fund



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S&P 500 Conservative (1 ETF)  Strategy

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Every Sunday by noon, we update this model's Strategy Page with freshly revised details, including updated prices and performance statistics for current 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...


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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 over-weight on factors that help the models avoid financial loss – the number one cause of poor long-term 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. Why not put this steady stream of investment profits to work for you starting today?

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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 is not acting in a fiduciary capacity, nor is individual investment advice provided to subscribers/clients. 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 ( 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, 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.

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