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THE SUBSCRIBER PERSPECTIVE

Strategy reviews

Real experiences. In subscribers' own words.

Read what worked, what didn't, and what it was like to follow a strategy.

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Reviews of Optimized Partners I

Optimized Partners I

I've been following Brad for years now and I think he is one of the best strategy managers on C2. His results speak for themselves, and have a longer history than most. Within the realm of what I'd consider "responsible" systems on C2 that are likely to be successful in the long haul, his performance is exceptional, and is not prone to potential account wipe-out should there be a significant market event. The fact that he is a professional and brings an ethical component into his investing are just further reasons I will likely stick with him for as long as he's willing.

Optimized Partners I

The developer has done a phenomenal job with the system by investing into micro/small cap stocks. As of today, he has decided to shift his strategy to instead invest into mid/large cap stocks - while somehow expecting to earn the same returns. His rationale is that the system has become too popular and thus trades into micro/small cap stocks move the price significantly - making it difficult to invest effectively. The challenge he faces is real but he could have managed the issue less drastically. For example - he should not have invested into a position (airt) that has an average daily volume of just 9,000. Sticking to a higher average daily volume threshold would appear to have been a more measured mitigating action. The bottom line is that this system will no longer earn the same returns as it has in the past simply because the allocation strategy has changed so significantly. Proof of this is his other system OP II which by design focusses on mid/large caps and earns a lower rate of return. That said, his systems will likely continue to outperform the overall market and he deserves credit for that. He's generally a very disciplined investor.

Optimized Partners I

The lineup of Optimized Partners systems is excellent. Professionally managed and great performance so far. I appreciate the willingness to move out of long equity positions in order to limit drawdowns and deliver alpha. Trades are not so frequent that execution costs will have a significant impact on performance. Although it's not required, my recommendation would be to autotrade this system since some of the system's best trades are entered during strong trends and can move past the model account's entry levels quite quickly. One of the best on C2.