Director’s Club May 13, 2014.

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Presentation transcript:

Director’s Club May 13, 2014

Meeting Agenda Director's Cut Portfolios – Great performance early in the game. Portfolio Balancer – Recent news. Nirvana Lists – Only trade the best of the best. There’s only one way to do it! The Business of OmniVest – Recent Developments. 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.

Great Results so Far… Trading Pool Accounts are UP following our Trading Pool Portfolios release.

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.

Recent Results (OmniVest Forum) In the OmniVest Forum, Mark Holstius shows demonstrated CALMAR results over 50, using Equity Curve Analysis to build Portfolios.

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. 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 Close to releasing new Strategies  OmniTrader

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. 2009 NDS: Real Time Data for our customers. 2011 GXTrader broker with Transcend Capital. 2012 OmniVest Prototype: Automated Fund management based on Portfolios of Strategies. 2010 Start of the Omni Traders International (Trade Proc.) Project SignalWatch: promoting our products 2014 OmniVest Development 2013 OmniVest Released 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 Industry Group 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) SignalWatch (lead source for our platforms & OmniVest) Elite Trader (affiliate marketing source) Director’s Club & OmniVest Pro Public Regulation “D” Offering Apr May Jun Jul Aug BASH 2014

Elite Trader (affiliate marketing) johnsmith.myomnivest.com Welcome to my site. $$$ My recent performance: Mar. ‘14 +15% Apr. ‘14 + 8% May ‘14 + 12% See more.. affiliate revenue

Competitive News

Public Offering 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 √ Marketing Ideas √ Current Product √ Research Directions

Thank you!