You have seen that the use of Dynamic Investments enables investors to obtain higher returns with lower risk in both Bear and Bull markets. But there are other benefits of using DIs that are equally valuable for BOTH individual investors and investing professionals. Listed on this page are just a few of the top benefits for each. There are many more.

Top Benefits of using DIs for Individual Investors

Listed below are just a few of the benefits that will accrue to individual investors who use Dynamic Investments and Dynamic Portfolios.

1. A Greatly Simplified Investment Product

DIs provide investors with a simple, logical approach to investing that people of all experience levels can understand without extensive financial education. The NAOI knows that individuals prefer to buy investment products that they understand.

2. Higher Returns with Lower Risk

By being market-sensitive, DIs produce higher returns with lower risk than any standalone ETF, mutual fund or even MPT portfolio in existence today. And they produce positive returns in both Bear and Bull markets.

3. Protection from Market Dips and Crashes

DIs provide users with absolute protection from market crashes; dramatically lowering the stress level of investing in modern volatile markets. This benefit alone will bring thousands of individuals into the market who are now on the sidelines in fear. And they will search for advisors that offer them.

4. Elimination of the Human-Risk Element in Trade Decisions

By basing trade decisions on objective observations of market data instead of subjective human judgments, DIs eliminate a massive area of risk that is the cause of so much that is wrong with investing today.

5. “Boosting” Performance of MPT Portfolios

Dynamic Investments can easily be used as building blocks in MPT-based portfolios to both increase performance and decrease risk. We call portfolios that contain both an MPT-based segment and a DIT-based segment DPorts. Thus, DPorts allow advisors to take full advantage of DI benefits without significant disruption to current investing activities.

These are just a few of the benefits that the use of Dynamic Investments provide to individual investors. There are more. The NAOI can show them to financial organizations via a Consulting Contract and or Partnership..

Top Benefits of using DIs and DPorts for Investing Professionals

Financial professionals that include DIs in their investment product lines will have a major competitive advantage over those that don’t. The list below shows just a few reasons why.

1. Enabling Higher Performance Investment Products and Attracting More Clients

Dynamic Investments (DIs) and Dynamic Portfolios (DPorts) consistently produce returns that are higher than MPT portfolios in all market conditions and with lower risk. It is not uncommon for DIs to average annual returns of 15% -20%+ over an extended time period. Traditional MPT portfolios, even in the most bullish markets, struggle to earn 8% - 10% per year and with higher risk. As a result, advisors that offer DIs and DPorts will attract far more clients than they do today.

2. Making New Product Creation Significantly Easier

Creating new mutual funds and ETFs is a time-consuming and expensive process. In contrast, DIs are created by simply combining existing ETFs in the DI format. By embracing this new approach, investment advisors and developers can easily double or triple the size of their product line virtually overnight with superior products that will be much in demand by both institutional and public investors.

3. Uncovering Massive Hidden Value in Existing ETF Product Lines

DIs monetizing the combination of existing ETFs. By doing so, they uncover massive value that is now lying dormant in current ETF product lines. By simply combining existing ETFs in the DI structure an entire new product-line of superior investments can be created virtually overnight with minimal time, effort and expense required.

4. Gaining a Massive Competitive Advantage in a Crowded Field

NAOI students tell us that today all investment advisors and financial organizations look alike; none hold an obvious competitive advantage. This perception changes with the introduction of Dynamic Investments. Organizations that offer high performing DIs and Dynamic Portfolios will stand out in a crowded field and own a major competitive advantage in the crowded field of financial services.

5. Enabling the Productization of Investing

DIs are designed to maximize returns while minimizing risk in all market conditions. This is a universal goal that works for all investors. In contrast, MPT portfolios must be customized to match a “guesstimate” of the risk tolerance of each investor. By having a universal goal and a built-in system for signalling trades, DIs can be seen as investing “products”, Thus, DIs enable the “productization of investing” – the Holy Grail of the financial world that experts have been seeking for decades. They haven’t found it. The NAOI has.

This Is Just a Sampling

There are other benefits enabled by the use of DIT methods and DI investments. Contact Leland Hevner, President of the NAOI, at LHevner@naoi.org to learn more.