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!