Investment Strategy Profile

View All Model Strategies


S&P 500-EW Persistent Profits (RSP/TLT) Strategy

All content on this page is Copyright © 2019 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 information on this page was most recently updated on:

Sunday, January 12, 2020

Strategies are updated each week by 12-noon (EST) on Sunday. We will announce any delays.
Trades should be filled at midday on Monday (or Tuesday if Monday is a market holiday).

Copyright © 2019 Optimized Investments, Inc., all rights reserved.


This Strategy Profile (preview) page provides you with an introduction to our S&P 500-Equal Weight, Persistent Profits (RSP/TLT) Strategy (abbreviated as "SP500EW-PP") and a preview of its many features and benefits. Below on this page you'll find comprehensive data and detail charts showing this quantitative strategy's historical and recent performance, its robust performance during the Financial Crisis, information documenting its exceptionally high Risk-Adjusted Return, and a clear accounting of the significant benefits that accrue to an investor by using this investment model's systematic guidance.

Here's a glimpse at the performance of the S&P 500-EW Persistence Profits (RSP/TLT) Strategy since inception:

 Performance Chart – Since Inception

The blue line shown as the benchmark is a buy-and-hold of the S&P 500 Index.
The red line is the S&P 500-EW PERSISTENT PROFITS (1 ETF) STRATEGY performance since inception.




Our Strategy Profile (preview) pages provide investors with a weekly updated preview of the actual performance of our Premium Strategies. Most of the charts and tables in this Profile page are a duplicate of the same tables and charts you will find in your Premium Strategy (subscription) page after you register. This Profile page, of course, does not include Current Holdings, Closed Positions, or recent Transaction information – the details you get – and much more – when you subscribe.

With a conservative Annualized Return of 18.30% for the SP500-Persistent Profits Strategy, it produces a total profit that is more than Quadruple the 5.49% Annualized Return for a buy-and-hold of its benchmark, the SPDR S&P 500 ETF (SPY) since 2000. For a limited-time only, we are offering this strategy at the introductory price of just $99 per year or $9 per month.

 – Try It for 60 Days – Satisfaction Guaranteed or 100% Money-Back —

Why not register now and put this dynamic strategy to work for you, making money year-after-year? Choose either monthly at the introductory price of just $9 – or get an additional month free by registering for the 1-year subscription at just $99 – we think you'll agree it's money spent prudently, paying for itself every year – and 1000-times more. Either way, your subscription is backed by our 100%, 60-day Money-back Guarantee so you have ZERO RISK.

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



Results Summary


Note: Since the chart on this page are not logarithmic, recent volatility will appear more significant than past volatility – even if it is actually less in percentage terms. See the detailed performance charts below for further details.


Subscribe Now at the Discounted Price of $9


The Persistent Profits (RSP/TLT) Strategy s designed to – as the name implies – produce consistent, persistently positive investment profits in all types of market environments. The strategy always holds one of two widely owned ETFs, i.e., either the Invesco S&P 500 Equal Weight ETF (RSP) when conditions are constructive for gains, or the iShares 20+ Year Treasury Bond ETF (TLT) as a defensive asset when the economy begins contracting at the end of a business cycle.

The Persistent Profits (RSP/TLT) Strategy provides subscribers with an alternative to buying-and-holding the SPDR S&P 500 ETF (SPY) that achieves far superior performance with a total return that since inception is five-times (513%) more than the return of its benchmark, the S&P 500 ETF (SPY). In less than 12 years, every $100,000 invested became $1.2 million (compared to $306k for the benchmark, SPY).

Despite the far higher performance, this strategy accomplishes those gains with lower risk, documented by its Risk-Adjusted Return (RAR) Sharpe Ratio of 1.17 and Sortino Ratio of 1.81 (compared to 0.61 and 0.80, respectively for the S&P 500), with trades that occur only about once a year and with no money-losing years, to-date. The strategy accomplishes this exceptional performance with no leveraged or inverse ETFs.

2-ETF UNIVERSE: One way the Persistent Profits (QQQ/TLT) Strategy outperforms the overall market is by using an Nasdaq 100 (QQQ) during expansionary (bullish) periods and using a long-term Treasury ETF (TLT) during contractionary (bearish) periods.

The critique of traditional, market-capitalization-weighted ETFs (such as SPY) is that by giving greater weight to companies with larger market values, traditional indexes over-represent the most overvalued and overpriced stocks. That's because all else being equal, the higher a stock's valuation, the larger its market cap. Using an equal-weighted ETF, such as the Invesco Equal Weight S&P 500 ETF (RSP), gives you exposure to exactly the same premier US companies, but weights each of them equally and usually provides a significantly better return than market-cap weighted indices during bull markets. See more information about the ETFs in this strategy's Universe.

The Persistent Profits Strategy also has a robust, money-making defense from the iShares 20+ Year Treasury Bond ETF (TLT) when economic contractions cause market downturns. Each week, the strategy's algorithms perform a sophisticated and multi-faceted analysis of dozens of different data sets, producing accurate Risk-On or Risk-Off signals based on changes in corporate bond yields, changes in the unemployment rate, changes in market internals, such as breadth, and other factors.

PERFORMANCE: The result is that the Persistent Profits (1 ETF) Strategy generates a very steady Average Annualized Return (AR) of about 18-19% per year, with an Average Annualized Max Drawdown (AAMDD) of just -10%. The strategy has an average of 72% winning trades since 2003. For further information on essential statistics, please see our, year-by-year PDF spreadsheet for this strategy.

Our abbreviated name for this strategy is 'SP500EW-PP.'




Data sources: Performance Statistics; Portfolio123, Standard & Poors Global Market Intelligence,
Compustat, S&P Capital IQ, St. Louis Federal Reserve. Most recent update: August 2019 (statistical averages are updated every 3-6 months).

Inception: July 1, 2000
Rebalance Frequency: Weekly
Weighting: 100% in 1 ETF (either RSP or TLT, depending on conditions)
Benchmark: SPDR S&P 500 ETF (SPY)

(Higher is better)

Total Return since Inception: 1,958%
Avg. Annual Return (avg. per year since inception): 20.83%
Benchmark (SPY) Total Return since inception: 101.19%
Benchmark (SPY) Annualized Return since inception: 5.42%
Financial Crisis & Recovery Return: 257% (see "Financial Crisis Performance' below)
Avg. Yearly Percentage of Winning Trades: 87.56%
Biggest Winner / Biggest Loser: 81.79% / -5.84%
Average Position Hold Time: 218 market sessions (about 10.9 months)
Winning Trades Held for an average of: 312.38 market sessions (15.6 months)
Losing Trades Held for an average of: 38.09 market sessions (1.9 months)

(Lower is better)

Number of Money-Losing Years: ZERO of 19 = 0%
Number of Profitable Years: 19 of 19 (100%)
Average Annual Max Drawdown (AAMDD)**: -10.14%
(SPY) Average Annual Max Drawdown (AAMDD)**: -13.9%
Absolute Max Drawdown (MDD): -19.95% (one week in Aug. 2011)
Benchmark's (SPY) Absolute Max Drawdown (MDD): -55.19% (Oct. 2007-March 2009)
Strategy's Standard Deviation: 14.21%
Annualized Alpha: 13.38%

(Higher is better)

Sharpe Ratio - Since Inception: 1.15  (Compare to Benchmark, SPY, at 0.60)
Sharpe Ratio - Last 3 Yrs: 1.14  (Compare to Benchmark, SPY, at 0.89)
Sortino Ratio - Since Inception: 1.78  (Compare to Benchmark, SPY, at 0.77)
Sortino Ratio - Last 3 Yrs: 1.53 (Compare to Benchmark, SPY, at 1.10)

(Our abbreviated name for this strategy is "SP500-EW-PP")

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, 2003 to present, the S&P 500-EW Persistent Profits Strategy provides a steady and consistent, upward ascent of its equity curve. The S&P 500-EW Persistent Profits 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 (RSPY) or a the iShares 20+ Year Treasury Bond ETF (TLT) is appropriate for current conditions. This continuous assessment of conditions and rotation of its position keeps your money growing month after month, and year after year.

With a compound annual growth rate of about 20%*, this easy-to-use, 1-ETF strategy nearly quadruples (270%-times) the average return of its benchmark (the S&P 500 index), and according to data provided by Morningstar, outperforms 100% of mutual funds in the last 3, 5, 10, and 20 year periods. Since inception in July 2006, the S&P 500 Bull/Bear Strategy has outperformed its benchmark every year since inception and has never experienced a money-losing year.


In the charts below, the S&P 500-EW Persistent Profits 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, 2003 - Present)

 Performance Chart – Since Inception

KEY: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 Index.
The red line is the S&P 500-EW PERSISTENT PROFITS (1 ETF) 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.



KEY: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 Index.
The red line is the S&P 500-EW PERSISTENT PROFITS (1 ETF) STRATEGY performance since inception.

Subscribe Today to Get This Return






Make the Most of the Magic of Compounding Available from this Strategy

It's easy to see from a glance that theS&P 500-EW Persistent Profits Strategy displays a smooth, steady and persistent upward climb in its equity curve – without significant drawdowns. Here is a summary of the performance details of this strategy:

Average Annualized Return (2003-2019): 20.83%

Average Annual Max Drawdown: -9.88%

Average Annual Overall Winners: 87.56%

Winning Years: 16 of 16 (100%)

Years Outperforming S&P 500 ETF (SPY): 13 of 16 (81.25%)

To put this strategy's performance into perspective, a one-time $100,000 investment on July 1, 2003 is worth about $2 million in mid-2019 – just 16 years! Over the average 40-year working lifetime, that $100k becomes about $200 million.

Taking another approach (that may be closer to the average young person's reality), if an investor were to start with $0 and make regular contributions each pay period over an average 40-year career, the amount would accumulate to more than enough upon which to retire.

For example, if an investor contributed $10,000 per year (only $384 every bi-weekly pay period) to a tax-deferred retirement account, the total accumulation would be about $112.3 million. That amount, invested in long-term Treasury Bonds, would provide an annual interest income (assuming today's very low yields continue) of about $4.9 million per year.

Alternatively, if that investor were interested in retiring early after a very short 20-year career – at age 45 – they could have a nest egg of roughly $2.5 million. That amount, invested in long-term Treasury Bonds, would provide annual interest income (assuming today's very low, long-term yield of about 2%) of about $100,000.

If not for yourself, consider setting up an account for a child or grandchild! Do you have a daughter, son, grandchild, or other young relative who will need a substantial nest egg? Consider starting a fund in their name that follows the Persistent Profits strategy!

Maybe you are ready to begin saving for yourself in a very stable, consistent way offered by the Persistent Profits Strategy. This strategy offers an investor the confidence and peace of mind that comes with knowing precisely when to exit aggressive positions and move to defensive positions to avoid asset-destroying drawdowns.

With the magic of compound interest, every day that passes that you are not using this strategy is a day that makes a significant difference down the road! 

There is no time to get started like today to begin accumulating wealth in an investment approach that works in good times and bad, consistently producing bond-like stability with stock-like returns!

*Past performance is not necessarily indicative of future returns.


Subscribe Now - 57% Discount - Only $9


To demonstrate how the Persistent Profits strategy protects you from severe market losses
while achieving exceptional performance, the best example we can provide is its performance during 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 -57% of its value by the time it had bottomed on March 9, 2009. Meanwhile, the ETFOptimize S&P 500-EW Persistent Profits (RSP/TLT) Strategy had switched to its defensive position, the iShares 20+ Year Treasury  ETF (TLT), just before the downturn began. As stocks declined through the market bottom in March 2009, the model had lost no money at all and was showing a profit. By the end of the crisis in 2013, this strategy outperformed the market by more than double!

The Financial Crisis in Two Charts:

The Left Chart below presents the 2007 High to Financial Crisis low. The downturn began at the October 2007 high  and continued with a drop of -56.78% at the Financial Crisis trough on March 9, 2009. You can see that our S&P 500- 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 recovery. This period is an excellent way to show how our S&P 500-EW Persistent Profits (RSP/TLT) Strategy performed during these extreme conditions – providing a return of 256.50% to prudent investors who followed the Persistent Profits model decisions as it switched at the optimum time from RSP to TLT or TLT to RSP.

The S&P 500-EW Persistent Profits (RSP/TLT) Strategy more than tripled investor's funds, turning a $100,000 investment into $356,496 in 5.5 years, while a buy-and-hold investor in America's premier companies (represented by the S&P 500 index) lost 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 October 9, 2007 pre-Financial Crisis high to its low on March 9, 2009, this strategy's benchmark, the S&P 500 index, lost -56.78%. During the same period, our S&P 500 EW Persistent Profits (RSP/TLT) Strategy switched to the iShares 20-Year Treasury ETF (TLT) as a defense for the coming severe downturn – just before the start of the crisis. After the Persistent Profits Strategy correctly anticipated the worst market selloff since the Great Depression, subscribers to this strategy were able to watch the debacle unfold WITHOUT spending hours worrying about losing their life savings and losing night-after-night of sleep, distressed about their future financial security.


2007 High through Financial Crisis and Recovery – This strategy's benchmark, the S&P 500 index, descended from its October 9, 2007 high (just before the Financial Crisis) through its low on March 9, 2009 – losing -56.78%. Then, as shown in the chart above, stocks began to grind higher for the next four years, requiring a total of 5.5 years (Oct. 9, 2007 - April 23, 2013) to return to where they started – to breakeven. During those 66 long months (264 weeks), investors in the S&P 500 and other indices struggled just to recover all they had lost. Meanwhile, our S&P 500 EW Persistent Profits (RSP/TLT) Strategy lost nothing and instead returned 256.50% – more than TRIPLING investor's savings.


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 1-3 Year Treasury Bond ETF (SHY). During bull rallies, this strategy will hold 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.
We are currently offering a limited number of complimentary subscriptions to the S&P 500 Conservative Strategy!  Sign-up today – at the Introductory price of JUST $9 !


Subscribe at the Introductory Price of Just $9 /mo




To provide subscribers with comprehensive details of the performance of each strategy, going forward we will provide a Yearly Performance Table for each strategy that covers every year of operation since inception. These PDF tables will be updated regularly and linked at this location in the 'Performance Statistics' section of both the Strategy Profile (preview) page and Premium Strategy (subscription) page (this page) accused Lisa.

Because each of the strategies was started in July, the years in this spreadsheet run from July 1 one year to June 30 the following year. For this reason, the figures may be slightly different from what you might see for a calendar year elsewhere (such as the Calendar Year Performance Bar Chart, below), but they will probably be very similar.

This spreadsheet shows the critical performance data displaying this strategy's Annual Return (AR), Active Return%, Annual Max Drawdown (MDD), and Overall Winners % with yellow highlighting. For comparison purposes, we' ve provided the Annual Return (AR) and Annual Max Drawdown (AMDD) for the S&P 500 SPDR ETF (SPY) – for each year from 2000-present, with light-blue highlighting. The bottom row shows this strategy's average annual performance which can be compared to the averages for each year for the S&P 500 SPDR ETF (SPY).  We have also provided some notated highlights below the table for your review.


SP500-PP Spreadsheet 

Click chart to open the Yearly-Detail Performance Spreadsheet PDF for this strategy.
After opening, zoom into actual size for clearest viewing.




Yearly Performance Bar Chart: This chart tracks each strategy's performance for each calendar year since inception. You can see in the chart below that the performance of the Persistent Profits strategy (red bars) has been profitable every year (indicated by red bars being above 0%), and in 14 of 19 years, the strategy (red bars) outperformed its S&P 500 benchmark (indicated by the strategy's red bars extending above the benchmark's blue bars).


 Performance Distribution/Comparison

Get Instant Access



This table shows the SP500EW-PP Strategy's trade-statistic record since inception. 


–  Since its inception in July 2003, the S&P 500-EW Persistent Profits Strategy has been operating, it has turned every $1 invested into more than $21.60. A $100,000 investment starting 19 years ago would today be worth more than $2 million.

–  The strategy has an high percentage of winning trades at 72%, but when we average the winning trades over each individual year, the average for each of those 19 years is 89% winners (see the SP500-PP strategy spreadsheet), which is exceptionally high.

–  Realized Winners stands at about 75%, which is exceptionally high. Also, the biggest winning trade gained 81.79% while the worst losing trade only declined by -5.84%. The average gain for winning trades is about 15%, while the average loss for losing trades is only about -2%. Ratios for Winners-to-Losers with this significant of a spread is a proven recipe for a very successful investment strategy.




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).

 Risk Measurement


Strategy Universe

Sophisticated algorithms in the Persistent Profits strategy consistently select the optimum ETF for conditions from a 2-ETF Universe, consisting of the Invesco S&P 500 Equal Weight ETF (RSP) and the iShares 20+ Year Treasury Bond ETF (TLT), representing equities and fixed-income assets, respectively.

The S&P 500 or Standard and Poor's 500 Index is a market-capitalization-weighted index that is widely regarded as a gauge of US large-cap equities.The popularity of the S&P 500 as a benchmark means there are large number of Exchange Traded Funds (ETFs) based on the shares of these 500 premier businesses. This group includes State Street's SPDR S&P 500 ETF Trust (SPY), which was the first ETF (1993) launched in America, as well as being the largest ($280 billion in assets) and most widely traded ETF (about $18 billion in SPY shares changes hands each day) in the world. However, like it's benchmark, SPY is a capitalization-weighted, unit-investment trust (UIT), an approach to weighting and structure that carries some liabilities for long-term investors.

The critique of market-capitalization-weighted ETFs (such as SPY) is that by giving greater weight to companies with larger market values, traditional indexes over-represent the most overvalued and overpriced stocks. That's because all else being equal, the higher a stock's capitalization (price times shares outstanding), the greater its weight in the index. Using an equal-weighted ETF, such as the Invesco Equal Weight S&P 500 ETF (RSP), gives you exposure to exactly the same premier US companies, but weights each of them equally and usually provides a significantly better return than market-cap weighted indices during bull markets.

The advantage of these funds is structural in nature; SPY is a UIT, which means it doesn't maintain the flexibility to lend out shares or reinvest dividends. Over the long run, those limitations may allow true ETFs such as VOO and IVV to add a few additional basis points to the bottom line. Another potentially intriguing alternative is RSP, which holds the same companies as SPY but assigns an equal weighting to each. Historically, RSP has performed quite well, generating alpha with surprising consistency.


Equal-Weighted S&P 500 ETF (RSP) vs. Capitalization-Weighted S&P 500 ETF (SPY)


RSP vs. SPY: A buy-and-hold of the Invesco Equal Weight S&P 500 ETF (RSP, red) outperforms the SPDR S&P 500 ETF (SPY, blue) by more than double,
but the two are highly correlated in their twists and turns. The Persistent Profits Strategy more than QUADRUPLES the return of SPY. Click to enlarge.


Both of the assets in this strategy's universe (RSP and TLT) are very popular, widely-traded ETFs and subscribers should be able to enter and exit the trades with ease. 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 trasnaction needs.


Sophisticated algorithms in the Persistent Profits strategy consistently select the optimum ETF for conditions from a 2-ETF Universe.

Are you concerned about potentially low daily trading volume for some of the ETFs listed in this strategy's universe? You shouldn't be – ETFs are completely different animal than stocks and daily trading volume does not have the same relevance as it does for stocks. Learn more about ETF trading volume and liquidity considerations.


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 RSP or a defensive bond representation from TLT – provides you with performance that is double the return of the market during bull rallies, while also producing gains 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 212 business days or about 10.6 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 57% !Limited-Time Offer! - Just $19!

2) Strategy Trade Alerts  –  With each weekly update you will receive a Strategy Update Summary email with any Strategy Trade Notices for that week, including the complete details of any trades recommended by your quantitative model, including links from each of your model's current holdings to historical prices, a wide variety of statistics, charts, and news related to that ETF and its industry. We recommend that you fill ETF transactions in the middle of the following day (Monday – or Tuesday if Monday is a holiday). Note: Across our strategies, the average trade hold time is about 3.85 months, so trades are relatively rare events, but those few trades are enough to make a world of difference!

3) 'Quick Look' Reports  – Whenever there is a big change coming for the market in the week ahead, Premium-strategy subscribers get our latest fact-filled "Quick Look" report that provides you with an Executive Summary of the factors and events most likely to affect investment prices in the coming week. These reports include rarely seen technical analysis of the market, the current status of economic data, identification of critical price support and resistance levels, substantive changes to fundamental indicators, and news events and announcements that are sure to have an outsized effect on stock and bond prices. With your weekly Quick Look Report, you'll gain insights into little-known factors affecting your investments, and you'll know beforehand what to expect in the week ahead.

4) '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.

5) '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.

6) 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?

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!



Subscribe 100% Risk Free!

60-day Money-Back Guarantee  – Your strategy subscription is backed by 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 you paid. No questions asked!

This airtight, written protection is your iron-clad assurance that you can thoroughly explore your ETFOptimize investment strategies and password-protected subscriber content for a full two months – ample time to discover just how exceptional this product is – with real-time experience – while you incur NO risk whatsoever.

If you're not satisfied for any reason – or no reason at all – just let us know,
and we'll shoot a refund over to you faster than you can say the word 'satisfaction!'

100% Risk-Free

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

We are so confident you'll be absolutely thrilled with the performance of your ETFOptimize investment strategy that we back your subscription with a 60-day, 100% Money-Back Guarantee. If you're not entirely delighted for any reason – or no reason at all – in the first two months, just let us know, and we'll promptly refund every penny you've paid.

Since 2004, Optimized Investments, Inc. has held an A+ Rating with the Better Business Bureau and has never had a single complaint since the company's launch in 1998. Our corporate mission is to create a tremendous group of enthusiastic customer-advocates who consistently achieve their wealth-building goals using the ETFOptimize investment strategies. Why not join the thousands who have already taken advantage of these unique strategies? You have zero risk – the burden is entirely on us to provide you with the performance, features, and benefits discussed on this page.

You Can Get This Performance Today!


View All ETFOptimize Strategies 

Home Page 


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 the understanding that Optimized Investments, Inc. and are not acting in a fiduciary capacity and no individualized investment advice is provided. does not know of the reader's specific 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. 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 advisors. Click here to research the background and experience of financial advisors, brokers, and investment firms with FINRA. 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 the bais for discussion, ETFOptimize provides articles, analytical content, and performance representations that may include results obtained from backtesting various algorithms on historical data provided by government agencies and private businesses. Please note that hypothetical or simulated performance results 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 pro-forma 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 this site in any manner, clicking any link, or viewing any the pages herein, you implicitly agree to abide by all established terms, conditions, and releases, including this disclaimer.

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.

Follow Us:

Contact info

  • Optimized Investments, Inc.

*Past performance is not necessarily indicative of future returns.

Copyright © 1998,   •   Terms and Conditions      Privacy Policy