OmniFunds Professional. Jeff Drake
|
|
- Jeffry Griffith
- 5 years ago
- Views:
Transcription
1 OmniFunds Professional Jeff Drake
2 The Power of Customization OmniFunds provides users with a good selection of canned OmniFunds developed by IFM. But many users have their OWN ideas that they would like to investigate. OmniFunds Professional allows subscribers to create their own OmniFund based on any idea that they might have.
3 The OmniFunds Pro Story We originally envisioned OmniFunds Pro being developed in three phases. In Phase One we integrated OmniFunds Pro into VisualTrader. This allowed us to quickly begin developing and testing OmniFunds.
4 The OmniFunds Pro Platform The Second Phase of OmniFunds was originally going to be a new desktop platform. However, we decided to cut to the chase! We skipped directly to Phase Three, a complete online platform, and OmniFunds Pro was born.
5 The OmniFunds Lab The OmniFunds Lab is exclusive to OmniFunds Pro owners/subscribers. The Lab allows you to customize and create any aspect of an OmniFund. You can create any number of custom OmniFunds, and soon you will also be able to turn on your OmniFund for fully automated portfolio management.
6 Creating an OmniFund Let s explore the Lab from a top down perspective. In order to create an OmniFund, you need to pair two different Portfolios together. These can be Portfolios provided, or Portfolios that you have created.
7 Creating a Portfolio The Portfolios Page allows you to customize an existing Portfolio, or you can create your own custom Portfolio. Portfolios can contain any commonly traded ETF or stock on a major US exchange. Portfolios are re-adjusted on an interval. You need to categorize your Portfolio based on investment type (Aggressive or Conservative).
8 Fixed Allocation There are two different allocation methods that you can use for your Portfolio. Fixed Allocation is the most similar to MPT, as it allocates a fixed amount to each Sector in your Portfolio. You can choose to have your Portfolio fully invested, so the percent allocation is always adjusted to maintain 100% allocation.
9 The Problem with Fixed Allocation Fixed Allocation Models, similar to MPT, create diversity based on different sectors or industry groups, and allocate based on user risk. However, there is no guarantee that different sectors or groups are diversified. This example shows three seemingly non-correlated sectors trading very similarly. In order to insure diversification, we want to know exactly how our current holdings are trading relative to each other RIGHT NOW.
10 APT Correlation Allocation We created APT (Advanced Portfolio Theory) in order to assure two things: We want the ability to diversify as much as possible across our current holdings based on their recent correlation. We want to rank our current holdings so that the securities with the highest probability of achieving gains get the highest correlation. This approach provides us with true diversity while positioning ourselves with the greatest chance of outperforming the market.
11 How APT Correlation Works STEP ONE: We measure the correlation of each security in a portfolio to a baseline symbol (e.g. SPY, $DJI, AAPL). STEP TWO: The correlation coefficients are then scaled and the securities are binned. STEP THREE: The securities are then ranked based on a measurement and the bins are then ranked based on average score of the securities in the bin. STEP FOUR: The bin with the highest rank gets the highest allocation, the second highest ranked bin gets the second highest allocation, and so on. Measure Correlation of Each Security Securities are Binned Securities/Bins are Ranked Bins Receive Allocation Values
12 Using APT Correlation Most of the APT Correlation calculation is performed in the background. Simply define the following three parameters: Ranking Function Benchmark Symbol Correlation Periods Selecting this calculation method will override your settings for Fixed Allocation.
13 Creating Sectors Every Portfolio can have any number of Sectors. Sectors allow you to define how the securities in that Sector are selected and the maximum amount of positions from that Sector that you will have at any one time. You can also have Sectors assigned to a Market State. If you leave Market States blank, that Sector will always be considered in your Portfolio.
14 OmniFunds Library OmniFunds Pro includes a Library of functions that make it easy for you to create OmniFunds. We provide a list of functions in the Library that we have found useful in OmniFunds. You can also edit these, or add your own functions to create a completely customized OmniFunds Pro Library.
15 Experimenting with Settings The Experiments Page allows us to try different settings to determine the robustness of our Portfolio, and to find the best settings. You load an existing Portfolio into Experiments. This allows you to iterate on different settings. The Backtest Range allows you to only test over a defined date range. This can be used to preserve blind data for validation. It can also be used to define settings for a certain Market State.
16 Putting it All Together OmniFunds Professional gives you complete control of how to configure a number of OmniFunds. Custom Symbol List Custom Library Custom Sectors Custom Portfolios Custom OmniFunds Experiments Access
17 The Nirvana Club Advantage Various functions in OmniFunds Pro can be performed using the AI tools available to Nirvana Club members: Security Selection Security Filtering Correlation Ranking Market State Determination ONLY Nirvana Club members will have access to OmniFunds using AI.
18 Getting Pro Access OmniFunds Professional will currently only be available to users who purchase the pre-sell offer. The pre-sell offer will also exclude buyers from having to pay AUM fees in the future. OmniFunds will charge 2% of AUM, or 20% of Trading Gains and 0.5% AUM for non-pro owners. OmniFunds Pro Special Offer Regular Price..$2495 Special Pre-Sell Offer..$1495
19
1. NEW Sector Trading Application to emulate and improve upon Modern Portfolio Theory.
OmniFunds Release 5 April 22, 2016 About OmniFunds OmniFunds is an exciting work in progress that our users can participate in. We now have three canned examples our users can run, StrongETFs, Mean ETF
More informationSuperFund Up 40% Since Release!
March 2018 1 SuperFund Up 40% Since Release! Up 40% Since Release (5/17) Weekly Aggressive OmniFund chart from www.myomnifunds.com OmniFunds, our Asset-Switching Platform, was developed and released in
More informationNirvana s Exciting New Frontier
Introducing OmniFunds Nirvana s Exciting New Frontier There are many ways to trade the markets. For quite some time, we have been using Strategies to time entries and exits with a high degree of success!
More informationP2.T8. Risk Management & Investment Management. Jorion, Value at Risk: The New Benchmark for Managing Financial Risk, 3rd Edition.
P2.T8. Risk Management & Investment Management Jorion, Value at Risk: The New Benchmark for Managing Financial Risk, 3rd Edition. Bionic Turtle FRM Study Notes By David Harper, CFA FRM CIPM and Deepa Raju
More informationA New Strategy for Downside Protection or Yield Enhancement
A New Strategy for Downside Protection or Yield Enhancement June 7, 2016 by Robert Huebscher Vest Financial Group Inc. was founded in 2012 by Jeff Chang and Karan Sood. Vest is dedicated to serving investment
More informationNSP-41. The Wealth Building Strategy. The ONLY Trading System with a One-Year Money Back Guarantee! Limited to 300 Copies!
NSP-41 The Wealth Building Strategy Limited to 300 Copies! The ONLY Trading System with a One-Year Money Back Guarantee! NirvanaSystems For the Trader Serious about Building Wealth The Path to Trading
More information8. International Financial Allocation
8. International Financial Allocation An Example and Definitions... 1 Expected eturn, Variance, and Standard Deviation.... S&P 500 Example... The S&P 500 and Treasury bill Portfolio... 8.S. 10-Year Note
More informationINVEST IN TOMORROW. Prudential Managed Account. Strategic Portfolios
INVEST IN TOMORROW Prudential Managed Account Strategic Portfolios LINK by Prudential Connect the dots of your financial life. LINK by Prudential is designed to be there for you throughout your life, no
More informationYour Guide to Schwab.com. How to make the most of Schwab s online client center.
Your Guide to Schwab.com How to make the most of Schwab s online client center. Welcome to Schwab.com With the Schwab.com client center, it s easier than ever to access all your accounts as well as our
More informationMotif Capital Horizon Models: A robust asset allocation framework
Motif Capital Horizon Models: A robust asset allocation framework Executive Summary By some estimates, over 93% of the variation in a portfolio s returns can be attributed to the allocation to broad asset
More informationQuantitative Trading System For The E-mini S&P
AURORA PRO Aurora Pro Automated Trading System Aurora Pro v1.11 For TradeStation 9.1 August 2015 Quantitative Trading System For The E-mini S&P By Capital Evolution LLC Aurora Pro is a quantitative trading
More informationRSI 2 System. for Shorter term SWING trading and Longer term TREND following. Dave Di Marcantonio 2016
RSI 2 System for Shorter term SWING trading and Longer term TREND following Dave Di Marcantonio 2016 ddimarc@gmail.com Disclaimer Dave Di Marcantonio Disclaimer & Terms of Use All traders and self-directed
More informationXTF Research App: Delivering Micro Trends to Your Desktop
XTF Research App: Delivering Micro Trends to Your Desktop by: SA Editors December 02, 2010 This article is part of a regular series in which we interview our App Providers - the folks that develop the
More informationWhat Is Investing? Why invest?
Chuck Brock, PhD, LUTCF, RFC Managing Partner Grace Capital Management Group, LLC Investment Advisor 13450 Parker Commons Blvd. Suite 101 239-481-5550 chuckb@gracecmg.com www.gracecmg.com Investment Basics
More informationVertex Wealth Management LLC 12/26/2012
Vertex Wealth Management LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Investment Basics 12/26/2012
More informationMMBB Financial Services 2/15/2013
MMBB Financial Services Brian J. Doughney, CFP Senior Wealth Manager 475 Riverside Dr Suite 1700 New York, NY 10115 800-986-6222 brian.doughney@mmbb.org Investment Basics 2/15/2013 Page 1 of 20, see disclaimer
More informationEQUITY RESEARCH AND PORTFOLIO MANAGEMENT
EQUITY RESEARCH AND PORTFOLIO MANAGEMENT By P K AGARWAL IIFT, NEW DELHI 1 MARKOWITZ APPROACH Requires huge number of estimates to fill the covariance matrix (N(N+3))/2 Eg: For a 2 security case: Require
More informationThe benefits of core-satellite investing
The benefits of core-satellite investing Contents 1 Core-satellite: A powerful investment approach 3 The key benefits of indexing the portfolio s core 6 Core-satellite methodology Core-satellite: A powerful
More informationCHAPTER - IV RISK RETURN ANALYSIS
CHAPTER - IV RISK RETURN ANALYSIS Concept of Risk & Return Analysis The concept of risk and return analysis is integral to the process of investing and finance. 1 All financial decisions involve some risk.
More informationRandom Variables and Applications OPRE 6301
Random Variables and Applications OPRE 6301 Random Variables... As noted earlier, variability is omnipresent in the business world. To model variability probabilistically, we need the concept of a random
More informationPrincipal LifeTime portfolios. Investment options that strive to keep pace with life
LifeTime portfolios Investment options that strive to keep pace with life Most of us need a little help when it comes to saving for retirement. If you re like many, you may not have the time or interest
More informationZacks Investment Research, Inc. 10 S. Riverside Plaza, Suite 1600 Chicago, Illinois 60606
WWW.ZACKS.COM/ETFTRADER Zacks Investment Research, Inc. 10 S. Riverside Plaza, Suite 1600 Chicago, Illinois 60606 Contents Introduction 2 Section 1: The Mental Aspect 3 Section 2: Getting the Most Out
More informationWe will use an example which will result in a paired t test regarding the labor force participation rate for women in the 60 s and 70 s.
Now let s review methods for one quantitative variable. We will use an example which will result in a paired t test regarding the labor force participation rate for women in the 60 s and 70 s. 17 The labor
More informationGlossary of General Investment-Related Terms
Glossary of General Investment-Related Terms 12b-1 Fee: A fee assessed on certain mutual funds or share classes permitted under an SEC rule to help cover the costs associated with marketing and selling
More informationDiversification made easy. Asset Allocation Guide
Diversification made easy Asset Allocation Guide 1 First of all, what s asset allocation? To put it simply, asset allocation is the process of spreading your investment dollars over different types of
More informationUMA Model Portfolios Professional Advice for Your Unified Managed Account
UMA Model Portfolios Professional Advice for Your Unified Managed Account B The introduction of unified managed accounts has helped many investors to consolidate and streamline their investment portfolios.
More informationASSET ALLOCATION MADE EASY
ASSET ALLOCATION MADE EASY REACHING YOUR GOALS AT YOUR PACE Most people can rattle off their investment goals: retirement, college tuition, a new house. That s easy. What s harder is successfully reaching
More informationWIN NEW CLIENTS & INCREASE WALLET-SHARE with HiddenLevers Engaging prospects + clients with portfolio stress testing
WIN NEW CLIENTS & INCREASE WALLET-SHARE with HiddenLevers Engaging prospects + clients with portfolio stress testing TABLE OF CONTENTS INTRO: How it works 3 ONE: Introduce and position risk at the first
More informationYour RSP Investment Options
Your RSP Investment Options DuPont Retirement Savings Plan When you participate in the DuPont Retirement Savings Plan (RSP), you need to decide how to invest your contributions. Your decision should take
More informationRisk Control with Trailing Stops and Options Systematic Evaluation of Popular Risk Control Techniques. Jared Broad Founder & CEO.
Risk Control with Trailing Stops and Options Systematic Evaluation of Popular Risk Control Techniques Jared Broad Founder & CEO www.quantconnect.com Outline Introduction to QuantConnect Algorithm Development
More informationBuilding and Managing a Diversified Retirement Portfolio
Building and Managing a Diversified Retirement Portfolio AAII Sarasota Craig L. Israelsen, Ph.D. 7Twelve Portfolio February 18, 2016 www.7twelveportfolio.com Key Concepts Retirement Account Multiple (or
More informationFSA 3.4 Feature Description
Sample Data Import from: AAII - QMFU Import from: AAII - ETF Standard Worksheets: Allocation Sample data is provided only for the Demo Version. There are 400 funds in the sample data, with fields redaccted
More informationRBC retirement income planning process
Page 1 of 6 RBC retirement income planning process Create income for your retirement At RBC Wealth Management, we believe managing your wealth to produce an income during retirement is fundamentally different
More informationFNCE 5610, Personal Finance H Guy Williams, 2009
CH 12: Introduction to Investment Concepts Introduction to Investing Investing is based on the concept that forgoing immediate consumption results in greater future consumption (through compound interest
More informationT3 Power Suite. New Trading Strategies. Consistent Gains with Low Drawdowns. Winning with T3 Seminar
NEW Trading Strategies for OmniTrader and VisualTrader The T3 Power Suite New Trading Strategies Consistent Gains with Low Drawdowns Building Wealth in Minutes a Day See details on page 6. Winning with
More informationDiversification. Chris Gan; For educational use only
Diversification What is diversification Returns from financial assets display random volatility; and with risk being one of the main factor affecting returns on investments, it is important that portfolio
More informationMaking the Case for Loan Participations
Making the Case for Loan Participations The Economics of It All VOLUNTEER CORPORATE CREDIT UNION September 18, 2017 Authored by: Cassie Fivecoat, Series 7 & 63, Investments Representative, Volunteer Corporate
More informationIndex Fund Advisors Retirement Plan Solutions
Index Fund Advisors Retirement Plan Solutions Guided SIMPLE TRANSPARENT IFA Retirement Plan Solutions 1 2 GUIDED. SIMPLE. TRANSPARENT. Retirement Solutions Built for You Index Fund Advisors, Inc. (IFA)
More informationModel portfolio services
For investment professionals only Model portfolio services Summary Up to seven risk mandates to meet a variety of client objectives Choose from collectives, securities, passives or unit trusts (unitised
More informationThe FTS Modules The Financial Statement Analysis Module Valuation Tutor Interest Rate Risk Module Efficient Portfolio Module An FTS Real Time Case
In the FTS Real Time System, students manage the risk and return of positions with trade settlement at real-time prices. The projects and analytical support system integrates theory and practice by taking
More informationRisk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation
Risk Factors as Building Blocks Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation Source Authors: Eugene L. Pokdaminer Video By: Zak Fischer, FSA, CERA Risk
More informationInnovative Solutions to Navigate the Market
BMO Global Asset Management Innovative Solutions to Navigate the Market BMO ETF Based Mutual Funds ETFs are extremely efficient tools that provide great flexibility to our Asset Allocation Team in quickly
More informationTHE NASDAQ-100 SIGNALS
THE NASDAQ-100 SIGNALS The NASDAQ-100 timing signals use a mix of traditional and proprietary technical analysis to create computerized Buy (Up) and Sell (Down) signals for the future direction of the
More informationTREND FOLLOWING WITH A TWIST
HTBWS TREND FOLLOWING WITH A TWIST A simple, trend following, portfolio strategy for stocks that incorporates PE ratios. JB MARWOOD.com Disclaimer: This is an educational document and distributed with
More informationFlight Ascend Values Analyzer User Guide. Introduction. Values Home Page. Navigation around the product
Flight Ascend Values Analyzer User Guide Introduction Flight Ascend Values Analyzer (FAVA) is a new platform designed to replace ASO Values and become the unified platform for accessing all FlightGlobal
More informationChapter 5: Answers to Concepts in Review
Chapter 5: Answers to Concepts in Review 1. A portfolio is simply a collection of investment vehicles assembled to meet a common investment goal. An efficient portfolio is a portfolio offering the highest
More informationGlossary Of Investment-Related Terms
Glossary Of Investment-Related Terms PART 1 General Investment-Related Terms 12b-1 Fee: A fee assessed on certain mutual funds or share classes permitted under an SEC rule to help cover the costs associated
More informationFINANCIAL INSTRUMENTS (All asset classes)
YOUR INVESTMENT KNOWLEDGE AND EXPERIENCE KNOWLEDGE SHEETS FINANCIAL INSTRUMENTS (All asset classes) What are bonds? What are shares (also referred to as equities)? What are funds without capital protection?
More informationKingdom of Saudi Arabia Capital Market Authority. Investment
Kingdom of Saudi Arabia Capital Market Authority Investment The Definition of Investment Investment is defined as the commitment of current financial resources in order to achieve higher gains in the
More informationInvestment In Bursa Malaysia Between Returns And Risks
Investment In Bursa Malaysia Between Returns And Risks AHMED KADHUM JAWAD AL-SULTANI, MUSTAQIM MUHAMMAD BIN MOHD TARMIZI University kebangsaan Malaysia,UKM, School of Business and Economics, 43600, Pangi
More informationAnswers to Concepts in Review
Answers to Concepts in Review 1. A portfolio is simply a collection of investment vehicles assembled to meet a common investment goal. An efficient portfolio is a portfolio offering the highest expected
More informationMachine Learning for Trading Financial Investing Part 3 of Course Overview and Introduction
Machine Learning for Trading Financial Investing Part 3 of Course Overview and Introduction So you want to be a Portfolio Manager? What is Computational Investing? Types of funds Liquidity and Capitalization
More informationFirst Steps To Become a Self-Directed Quantitative Investor. Course for New Portfolio123 Users. Fred Piard. version: May 2018
First Steps To Become a Self-Directed Quantitative Investor Course for New Portfolio123 Users Fred Piard version: May 2018 Disclaimer The information provided by the author is for educational purpose only.
More information(Modern Portfolio Theory Review)
(Modern Portfolio Theory Review) IFS-A76898 Charts 1-9 Reminder: You must include the Modern Portfolio Theory Disclosure pages with all charts you select to use, either individually or as a group. Information
More informationThe Fallacy of Large Numbers
The Fallacy of Large umbers Philip H. Dybvig Washington University in Saint Louis First Draft: March 0, 2003 This Draft: ovember 6, 2003 ABSTRACT Traditional mean-variance calculations tell us that the
More informationManaged funds. Plain Talk Library
Plain Talk Library Contents Introduction to managed funds 5 What is a managed fund and how does it work? 6 Types of managed funds 12 What are the benefits of managed funds? 15 Choosing a managed fund
More informationGETTING STARTED WITH THE SECTOR TIMING REPORT
Quick start guide to report GETTING STARTED WITH THE SECTOR TIMING REPORT 1. 2. 3. 4. 5. 6. 7. CONSULT WITH FINANCIAL ADVISOR A financial advisor can establish a financial plan and investment guidelines
More informationNIRVANA. WaveTrader 3 is Here! Breaking News: The Power of Fractals. New Mechanical Strategies are Yielding Stellar Results!
The State Of NIRVANA Breaking News: WaveTrader 3 is Here! The Power of Fractals New Mechanical Strategies are Yielding Stellar Results! See Page 6 INSIDE The Wave Trading Method Seminar PLUS Special Bonus
More informationIVolatility.com User Guide. Advanced Ranker
IVolatility.com User Guide Advanced Ranker Introduction The Advanced Ranker is a scanner that allows the user to select the universe of stocks, indexes and ETFs for analysis. It provides the capability
More informationWhich Investment Option Would You Choose?
CHAPTER 9 Investment Management: Concepts and Strategies Elements of risk Which Investment Option Would You Choose? FIXED INCOME SECURITIES FIXED-INCOME SECURITY RETURN Where does it come from? FIXED-INCOME
More informationShort Term Alpha as a Predictor of Future Mutual Fund Performance
Short Term Alpha as a Predictor of Future Mutual Fund Performance Submitted for Review by the National Association of Active Investment Managers - Wagner Award 2012 - by Michael K. Hartmann, MSAcc, CPA
More informationModule 6 Portfolio risk and return
Module 6 Portfolio risk and return Prepared by Pamela Peterson Drake, Ph.D., CFA 1. Overview Security analysts and portfolio managers are concerned about an investment s return, its risk, and whether it
More informationEXPERTLY DESIGNED. CONTINUALLY FINE-TUNED.
INVESTOR S GUIDE EXPERTLY DESIGNED. CONTINUALLY FINE-TUNED. Franklin LifeSmart Retirement Funds Each Franklin LifeSmart Retirement Target Fund is designed for investors expecting to retire around the target
More informationMPI Quantitative Analysis
MPI Quantitative Analysis Mario H. Aguilar, CFA Director, EMEA Client Services July 2011 Markov Processes International Tel +1 908 608 1558 www.markovprocesses.com ASSET CLASS ANALYSIS BOND EMERGING MARKETS
More informationIllustration Software Quick Start Guide
Illustration Software Quick Start Guide The illustration software is primarily designed to create an illustration that highlights the benefits of downside risk management and illustrates the effects of
More informationGuidebook irebal on Veo. irebal on Veo User guide
Guidebook irebal on Veo irebal on Veo User guide Table of contents Section 1: irebal user roles & global settings... 1 Section 2: Models & trading rules... 19 Section 3: Create & configure: portfolios...
More informationQuant Trader. Market Forecasting and Optimization of Trading Models. Presented by Quant Trade Technologies, Inc.
Quant Trader Market Forecasting and Optimization of Trading Models Presented by Quant Trade Technologies, Inc. Trading Strategies Backtesting Engine Expert Optimization Portfolio Analysis Trading Script
More informationA Performance Analysis of Risk Parity
Investment Research A Performance Analysis of Do Asset Allocations Outperform and What Are the Return Sources of Portfolios? Stephen Marra, CFA, Director, Portfolio Manager/Analyst¹ A risk parity model
More informationINVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT 2017 Our services are fully bespoke and your investment objective is always aligned with ours. OUR INVESTMENT OFFERING We are an independent, owner managed investment firm. We cater
More informationHi, everyone. there. should be. We are an this for 28 Louie, our
TRANSCRIPT OF THE TD AMERITRADE WEBINAR January 22, 2015 Hi, everyone. We appreciate you taking time out of your day to join us. My name is Andrew Harris, and I head the national sales team to the advisors.
More informationWhat s in a Name: White-Label Funds in DC Plans
What s in a Name: White-Label Funds in DC Plans October 2014 Hewitt EnnisKnupp, An Aon Company 2014 Aon plc What s in a Name? That which we call a rose by any other name would smell as sweet. Much like
More informationTable of Contents. 2
DISCLAIMER Stocks and options trading have large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the stocks and options
More informationWhy and How to Pick Tactical for Your Portfolio
Why and How to Pick Tactical for Your Portfolio A TACTICAL PRIMER Markets and economies have exhibited characteristics over the past two decades dissimilar to the years which came before. We have experienced
More informationActive Portfolio Management
Active Portfolio Management Disciplined, Focused, Effective Special Risk Capital Management, LLC A Registered Investment Advisor Thomas C. Hamilton, President 8 Pine Shadow Court Savannah, Georgia 31411
More informationIt's time for better...
4 0 1(k) M A N A G E M E N T a n d Q U A L I F I E D P L A N S E R V I C E S It's time for better... P R O P R I E T A R Y M O D E L P O R T F O L I O S U S I N G E T F s I N T E N S I V E P A R T I C
More informationAnnouncing Pro Tools V2.0 March 28, 2015
Announcing Pro Tools V2.0 March 28, 2015 A letter from the CEO.. Greetings OmniVest subscribers! Spring is in the air and it s the perfect time for me to update you on our magnificent OmniVest Professional
More informationDRAM Weekly Price History
1 9 17 25 33 41 49 57 65 73 81 89 97 105 113 121 129 137 145 153 161 169 177 185 193 201 209 217 225 233 www.provisdom.com Last update: 4/3/09 DRAM Supply Chain Test Case Story A Vice President (the VP)
More informationIVolatility.com User Guide. My Favorites
IVolatility.com User Guide My Favorites Introduction My Favorites is a useful service that allows users to set up customized groups of stocks, indexes, ETFs. It provides the capability to create your own
More informationTrading Platforms-Liquidity-White Label-Management Systems
Trading Platforms-Liquidity-White Label-Management Systems WORLD CLASS TRADING PLATFORM PROVIDER Brokers Introducing Brokers Forex Training Schools Hedge Funds & Money Managers PROVIDING OPPORTUNITY INTRODUCTION
More informationRTX 3. Real Time Strategies. Already Winning BIG in Nirvana s. Trade RTX-3 with Us Live in the Market! Introducing the New RT Trading Lab
Breakthrough First Ever Real Time Mechanical Trading Strategies! Nirvana s RTX 3 Real Time Strategies Already Winning BIG in 2014 see page 7 Trade RTX-3 with Us Live in the Market! Introducing the New
More informationSAMPLE GLOSSARY OF INVESTMENT-RELATED TERMS FOR DISCLOSURES TO RETIREMENT PLAN PARTICIPANTS (Version 1.01 April 26, 2012)
General Information SAMPLE GLOSSARY OF INVESTMENT-RELATED TERMS FOR DISCLOSURES TO RETIREMENT PLAN PARTICIPANTS (Version 1.01 April 26, 2012) The Sample Glossary of Investment-Related Terms for Disclosures
More informationIntroduction to Active Trader Pro
Introduction to Active Trader Pro 3 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 2017 FMR LLC. All rights reserved. 686285.7.0 This workshop will Illustrate how
More informationINVESTMENT GUIDE. Your fund. Your wealth. Your future. This document forms part of the Product Disclosure Statement dated 24 September 2018
Your fund. Your wealth. Your future. This document forms part of the Product Disclosure Statement dated 24 September 2018 INVESTMENT GUIDE 24 SEPTEMBER 2018 We offer you flexibility and choice when it
More informationAttractive option for college saving
Tomorrow s Scholar 529 Age-Based Portfolios Attractive option for college saving... connecting to the future Not FDIC Insured May Lose Value No Bank Guarantee INVESTMENT MANAGEMENT Introduction The goal
More informationThe Fallacy of Large Numbers and A Defense of Diversified Active Managers
The Fallacy of Large umbers and A Defense of Diversified Active Managers Philip H. Dybvig Washington University in Saint Louis First Draft: March 0, 2003 This Draft: March 27, 2003 ABSTRACT Traditional
More informationSpecialist Diversified Fixed Income Fund
Specialist Diversified Fixed Income Fund Manager Profile January 2016 Adviser use only Investment Process Specialist Diversified Fixed Income Fund Investment process for this Fund is structured in the
More informationCapital Asset Pricing Model - CAPM
Capital Asset Pricing Model - CAPM The capital asset pricing model (CAPM) is a model that describes the relationship between systematic risk and expected return for assets, particularly stocks. CAPM is
More informationSample Glossary Of Investment-Related Terms For Disclosures To Retirement Plan Participants
Sample Glossary Of Investment-Related Terms For Disclosures To Retirement Plan Participants Version 1.00 December 19, 2011 General Information SAMPLE GLOSSARY OF INVESTMENT-RELATED TERMS FOR DISCLOSURES
More informationSeasonality 2.0. Turning Seasonal Patterns into BIG Profi ts!
Nirvana s Seasonality 2.0 Turning Seasonal Patterns into BIG Profi ts! UNLOCK Profits in NEW Timeframes with MICRO-SEASONS Breakthrough IMPROVE the Odds of Every Trade DETECT and ALIGN with Profit Seasons
More informationDIVERSIFYING VALUE: THINKING OUTSIDE THE BOX
Legg Mason Thought Leadership DIVERSIFYING VALUE: THINKING OUTSIDE THE BOX Michael J. LaBella, CFA Portfolio Manager Smart beta can be utilized within the traditional style box framework to help investors
More informationSolving for Fixed Income
MARKET INSIGHTS Solving for Fixed Income Using Market Insights to achieve better outcomes Q4 2016 SINCE 2004, J.P. MORGAN HAS PRODUCED MARKET INSIGHTS TO HELP INDIVIDUAL INVESTORS UNDERSTAND AND MAKE THEIR
More informationReal estate ETFs Pros and Cons:- Advantages:-
Real Estate ETFs Exchange Traded Funds Overview:- Exchange Traded Funds or ETFs for short are portfolios that contain various types of financial instruments that track the returns of an underlying asset
More informationHelping you provide sound guidance
RETIREMENT PLAN SERVICES Helping you provide sound guidance For financial advisor use only the landscape is changing Plan sponsors have an evolving list of challenges As the regulatory landscape changes,
More informationBy Omni Traders International, LLC
Disclaimer: The results shown are based on simulated or hypothetical performance results. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record,
More informationChapter 13. Managing Your Own Portfolio
Chapter 13 Managing Your Own Portfolio Portfolio Investments Selection based on expected returns risks tax considerations Compare actual performance to expected performance 13-2 Investment Policy Statements
More informationPURSUE FINANCIAL INDEPENDENCE THROUGH POWERFUL ADVICE Strategic Wealth Management
PURSUE FINANCIAL INDEPENDENCE THROUGH POWERFUL ADVICE Strategic Wealth Management DEFINE WHAT FINANCIAL INDEPENDENCE MEANS TO YOU What does financial independence mean to you? A comfortable retirement?
More informationUN-COMMODITIZING INVESTING THROUGH PORTFOLIO OPTIMIZATION
UN-COMMODITIZING INVESTING THROUGH PORTFOLIO OPTIMIZATION Table of Contents INTRODUCTION PAGE 3 CHAPTER 1 Industry Trends - Optimizing Portfolios PAGE 5 CHAPTER 2 ORION S ASTRO PAGE 9 CHAPTER 3 Practice
More information2017 SUMMARY PROSPECTUS
SEPTEMBER 1, 2017 2017 SUMMARY PROSPECTUS ishares Core High Dividend ETF HDV NYSE ARCA Before you invest, you may want to review the Fund s prospectus, which contains more information about the Fund and
More informationSupplement dated August 30, 2017 To August 30, 2017 Form ADV Disclosure Brochure of Financial Guard, LLC
Supplement dated August 30, 2017 To August 30, 2017 Form ADV Disclosure Brochure of Financial Guard, LLC This document supplements the accompanying Form ADV Disclosure Brochure (the Brochure ) of Financial
More information2017: Factor Performance in Review
2017: Factor Performance in Review By Monty Joshi, CFA Portfolio Manager With the onset of the new year, readers are likely being inundated with reports on 2017 stock market performance. Among these year-end
More information