OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5...
Transcript of OmniFunds Release 5 - Nirvana Systems Inc. · •Stock1 •Stock2 •Stock3 •Stock4 •Stock5...
OmniFunds Release 5 with Ed Downs, CEO Nirvana Systems, Inc.
April 22, 2016
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:
OmniFunds Release 5
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.
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
Sector Trading Application
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!
Overview of the App
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
Settings Map
For Each Market State For Each Sector Different Approaches can be Used
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.
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
Intelligent Fund Management, LLC
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.
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
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
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.
Q&A
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.
OmniFunds Release 5 with Ed Downs, CEO Nirvana Systems, Inc.
April 22, 2016