Director’s Club April 27, 2014

Meeting Agenda

1. Director's Cut Portfolios – Review of the first

private installment posted last week.

2. Portfolio Balancer – How we are proceeding;

what’s coming next.

3. Nirvana Lists – Only trade the best of the best.

There’s only one way to do it!

4. The Business of OmniVest – Recent Developments.

5. Discussion – What would YOU like to see us do

in The Director's Club or OmniVest?

Director’s Cut Portfolio Set #1

New Portfolios developed

exclusively for the

Director’s Club.

Trading Pool #1 – RTM Long

Trading Pool #2 – Trend Long

Trading Pool #3 – Bear Short

Trading Pool #4 – Inverse Long

This is the first installment. The

next one will be based on our

Nirvana Proprietary Lists.

The RTM Long Portfolio has generated an

82% return over the past 2 years with low

draw downs.

Advanced Portfolio Switching

Steve Mayo and Mark Holstius

have been doing EXTENSIVE

experiments on Equity Curve

switching in OmniVest, with

good results (see right).

To implement this requires a

sophisticated switching

algorithm that has walk-forward

test ability, and could run many

hours on our servers.

We are building Portfolio

Balancer to implement these

ideas.

Mark and Steve have been running Excel

experiments on Portfolio Switching, which are

documented in the OmniVest Forum.

Here they show a “Switched” Portfolio more

than doubling the results of the ARM4

Portfolio.

Portfolio Balancer

Currently being completed…

Need a “Hard Switch” mechanism to test Portfolio switching.

Nirvana Lists

Concept:

Review 100 stocks

weekly from Relative

Strength, pare down to

the strongest symbols,

technically.

About this example:

While the index was

losing 2%, Atmos Energy

gained 2%. We want to

fire Signals on stocks that

are in this mode.

Weak RS Strong RS

Product & Company Evolution

1994-2008

Nirvana acquired

new Customers

through IBD ads

and Direct Mail.

Products sold:

OmniTrader,

Visualtrader, plug-

ins, and Data.

2008

Retail investors

flee the market.

The Big Brokers

introduce a host of

new tools.

2012

OmniVest

Prototype:

Automated Fund

management

based on

Portfolios of

Strategies.

2009

NDS: Real

Time Data for

our customers.

2010

Start of the Omni

Traders International

(Trade Proc.) Project

2011

GXTrader

broker with

Transcend

Capital.

2013

OmniVest Released

2014

OmniVest Development

SignalWatch:

promoting our products

OmniVest Portfolios:

Simpler user interface

The New SignalWatch

Nirvana’s company

goal is to build a new

revenue base using

all our products.

SignalWatch is

important because

this is how we are

going to attract new

traders and investors

to our platform.

OmniVest Portfolios

See result of portfolios Simple.

Theme-based & Group-based

Isolate Portfolios with

different objectives or

characteristics.

Grid view:

OmniVest Portfolios

Theme Portfolios

Buy Aggressive Growth Stocks

Buy Low-Beta Stocks

Buy Breakouts on Up Trending Stocks

Buy Dips on Up Trending Stocks and ETFs

Buy or Sell Strong Reversals on Liquid Stocks

Buy Saucer Reversals on More Liquid Stocks

Buy Upward Momentum on Inverse ETFs (IRAs)

Buy Liquid Stocks & ETFs with High Relative Strength

Buy Inverse ETFs in Bear Markets

Buy Higher Lows in Bullish Market

Buy Breakouts in Bullish Market

Buy Upside Reversals in Bullish Market

Buy Upside Reversals on Strongly Trending Stocks

Buy Volume Climaxes on Up-Trending Stocks

Buy Saucer Patterns on Low-Priced Stocks

Sell Bearish Breakdowns on Liquid Stocks

Sell Overbought Levels on Stocks and ETFs

Trade Reversals on High Beta Stocks

Trade Reversals on Channeling Stocks

Industry Group

Portfolios

Chemicals (all subgroups)

Oil and Gas

Oil and Gas Drillers

Precious Metals

Automotive

Consumer Durables

Food and Beverage

Banks

Asset Management

Insurance

Real Estate

Biotechnology

Drugs

Health Care

Medical Equipment

Aerospace and Defense

Industrial

Materials and Construction

Diversified Services

Leisure

Media

Retail

Specialty Retail

Transportation

Wholesale

Computer Hardware

Computer Software

Electronics

Semiconductors

Internet

Telecommunications

Utilities

Transition Model

We are transitioning our revenue model…

OmniVest Portfolios (higher adoption among retail investors & traders)

Elite Trader (affiliate marketing source)

SignalWatch (lead source for our platforms & OmniVest)

Director’s Club &

OmniVest Pro Public Regulation

“D” Offering

Apr May Jun Jul Aug

BASH 2014

Elite Trader (affiliate marketing)

$$$

Welcome

to my site.

My recent

performance:

Mar. ‘14 +15%

Apr. ‘14 + 8%

May ‘14 + 12%

See more..

johnsmith.myomnivest.com

affiliate

revenue

Public Offering (May 2014)

We are planning a separate publicly-

disclosed offering for $1M.*

This will be announced and made

available to all Nirvana and

OmniVest customers (and others)

who are accredited investors.

* In October 2013, SEC rules changed to allow

public solicitation of Regulation “D” Offerings. Pending: Nirvana Partners Web Site

Discussion

What would YOU like to see us do in The Director’s Club?

Marketing Ideas

Research Directions in OmniVest…

Thank you!