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OmniFunds Release 5 with Ed Downs, CEO Nirvana Systems, Inc. April 22, 2016

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Page 1: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

OmniFunds Release 5 with Ed Downs, CEO Nirvana Systems, Inc.

April 22, 2016

Page 2: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Agenda

Topics:

• Release 5 Improvements

• NEW Sector Trading App

• Update on Intelligent Fund Management

• Q&A Session

Extras!

• BASH 2016 Preview

In this webinar, we will cover the following topics:

Page 3: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

OmniFunds Release 5

Page 4: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Release 5 Now Available

Release 5 is now available as an update. On the Installation Page : a) Download the latest

version of VisualTrader

b) Download the latest installation of OmniFunds

The OmniFunds installation includes the new Sector Trading Application.

Page 5: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Release 5 Improvements

Improvements to OmniFunds:

• Switching Intervals may now be combined in OmniFunds methods. That is, you can switch on an interval (like Weekly) and ALSO switch when Market State changes.

• Auto Trade settings enable a user to specify WHEN orders are submitted. Trade setting to submit these orders X minutes after market close or before market open.

• NEW Sector Trading Application to emulate and improve upon Modern Portfolio Theory.

Improvements to VisualTrader:

• Various internal changes to support the Sector Trading App and Trade Equalizer

Page 6: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Sector Trading Application

Page 7: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

About the Application

The Sector Trading Application was built to provide all our best OmniFunds methods into a single application.

Embedded Methods:

• Strong ETFs

• Mean Strength

• Basic Switching

- All Powered by Market State Switching!

Page 8: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Overview of the App

Page 9: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Multiple Approaches Supported

“Top Down” implements the Strong ETFs Method

“Bottom Up” implements the Mean Strength Method

“Symbol” is just a Symbol Comparison

Approach can be changed for each Market State &

Sector Combination

Symbol Group • ETF1 • ETF2 • ETF3 • ETF4 • ETF5

ETF • Stock1 • Stock2 • Stock3 • Stock4 • Stock5

• Symbol1 • Symbol2 • Symbol3 • Symbol4 • Symbol5 • Symbol6

Page 10: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Settings Map

For Each Market State For Each Sector Different Approaches can be Used

Page 11: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Sector-1

In “Non-Volatile” markets select the best 2 ETFs out of

this list of BULL MARKET ETFs.

In “Volatile” markets, select the best 2 ETFs out of

DEFENSIVE ETFs group and INVERSE ETFs group.

Page 12: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Results

Higher Returns Lower Draw Downs Returns: S&P 500 + 43% OmniFunds + 69% Draw Downs: S&P 500 - 15% OmniFunds - 8% Return:DD Ratio S&P 500 2.9 OmniFunds 8.6

S&P 500

Sector-1

Page 13: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Intelligent Fund Management, LLC

Page 14: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

What is IFM?

In March, 2016 a new company was formed called Intelligent Fund Management, LLC.

The purpose of IFM is to focus on the OmniFunds product, to take it into the mainstream “Robo Advisor” space and create a huge success.

Page 15: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Retirement Investments

The Robo Advisors have about $7 Billion under Management. The IRA + 401k space has over $11 TRILLION in Assets Under Management.

IRA + 401k Investment AUM are $11 Trillion+

The Robo Advisors have

$7 Billion

Page 16: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

The Robo Advisor Space

$0.00

$20.00

$40.00

$60.00

$80.00

$100.00

$120.00

$140.00

WealthFront Betterment Personal Cap Leanvest Future Adv Sigfig

Investment in the Robo Advisors as of March 2016

millions

Page 17: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

What if IFM is acquired?

The GOAL of IFM is to be acquired for a high multiple or to go public through a Regulation-A “Mini-IPO” Offering.

We will maintain current OmniFunds owner positions in any acquisition, even if it means reserving a separate version to run for ourselves and our customers.

Page 18: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

Q&A

Page 19: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

BASH 2016

Current Topics for BASH 2016

1. New Applications of ARM4 – Result of current experiments

2. OmniFunds Developments – New applications & methods.

3. OmniVest New Features – Strategy Upload, Elite Trader, etc.

4. OptionTrader 4 – New automation features

5. ForexTrader – We are currently evaluating a “ForexTrader” product.

6. Guest Speakers – Continuing tradition from 2015

The BASH will be broadcast LIVE again this year.

Page 20: OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5 •Symbol1 •Symbol2 •Symbol3 •Symbol4 •Symbol5 •Symbol6 . Settings Map For

OmniFunds Release 5 with Ed Downs, CEO Nirvana Systems, Inc.

April 22, 2016