Ascani Wealth Builder

Diversified ETF Optimizer Program

Building Wealth by Optimizing ETFs

During 2008 and early 2009, the Diversified ETF Optimizer managed account program moved to approximately 100% cash (money market) four times, preserving capital during the worst equity market crash since 1929.

This defensive posture is attributable to the Program’s proprietary methodology designed and managed by Dan Ascani. The methodology allows for investors in the Program to participate in equity market rally phases when the Program’s quantitative (mathematical) models indicate that the market is likely to trend upward, and to automatically move to up to 100% cash (money market) when the Program’s models indicate the market is likely to trend downward.

For investors who desire a managed account strategy that becomes defensive by moving to cash during sustained market downtrends, the Diversified ETF Optimizer program is like having your portfolio fly in autopilot mode. The program manager utilizes our proprietary quantitative (mathematical) models to determine when the environment is right for buying the strongest ETFs, and when the environment turns negative enough to sell ETFs and hold cash. During market rally phases, the Program utilizes a sector rotation strategy to attempt to take advantage of the strongest ETFs and avoid the weakest.

During a healthy, multi-month rally phase in the stock market, industry sector leadership typically changes four to five times as institutional investors “rotate” from one sector to another. As the rally progresses and sector leadership changes, sector ETFs also change.

The Diversified ETF Optimizer program therefore utilizes a sector rotation strategy to move out of sectors likely to weaken and into other sectors likely to strengthen during the time the program is not engaged in a defensive strategy. The program’s excellent three-year+ track record since inception through uptrending, downtrending even crashing market environments illustrates how effective the Program’s strategy is over a buy-and-hold strategy.

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Call for program information and returns

The program makes an excellent supplemental strategy to core investments for most investors, and can help pull an investor’s core portfolio into the Northwest Quadrant (see explanation at right).