1. Director’s Club May 13, 2014

2. 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?

3. 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.

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

5. 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.

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

7. Portfolio Balancer

8. Currently being completed…
Need a “Hard Switch” mechanism to test Portfolio switching.

9. 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

10. Product & Company Evolution
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

11. 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.

12. OmniVest Portfolios See result of portfolios
Simple. Theme-based & Group-based
Isolate Portfolios with different objectives or characteristics.
Grid view:

13. 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

14. 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

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

16. Competitive News

17. 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

18. Discussion
√ Marketing Ideas √ Current Product √ Research Directions

19. Thank you!