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The Amazing Future of Investing
Introducing Dynamic Investments
& Market-Sensitive Portfolios
Publisher: National Association of Online Investors (NAOI), Tampa, Florida, USA
Author: Leland Hevner
Format: 8.5" x 11.0" Comb-Bound, Hard-Copy Book
Price: $349 (discounted from $499)
Volume Discounts Available: Contact LHevner@naoi.org
This book is an update to "The Dynamic Investment Bible" and will be released in April, 2018. To be notified of the release signup for the NAOI Updates Email at the bottom of this page.
5+ years in the writing, this book changes the world of investing at a fundamental level. It transforms the way we invest from today's "static", buy-and-hold approach to a far more effective "dynamic", market-sensitive, buy-and-sell approach. Here you will read how new Dynamic Investments and Market-Sensitive Portfolios usher in a new era of simpler, more profitable and less risky investing for individual investors. For financial organizations this book shows how the new approach opens the door to the development of investment products that are far more powerful than MPT portfolios and that produce significant revenue streams that don't exist today.
This is the book that will define how we invest for decades to come.
You can order it on this page at right. You can learn why this could be the best decision you have ever made by reading the information provided below the Table of Contents.
The Problem Solved by this Book
The seeds for this book were planted in 2008 when author, Leland Hevner, was teaching a college-level class in personal investing. He was showing students how to create portfolios using asset-allocation methods to match their risk profile as dictated by Modern Portfolio Theory (MPT) - the "settled science" approach to portfolio design today. Yet, as the stock market crashed in that year he watched in dismay as these portfolios crashed right along with it.
At that point Hevner had to realize that MPT, a portfolio design approach introduced in the 1950's, no longer worked in today's markets (see chart at right). As a result he cancelled all further education classes and refocused NAOI resources on research aimed at finding better fundamental approach to investing; one that could cope with 21st century markets. Following a extensive research, development and testing effort Hevner and the NAOI found it. This book documents Hevner's scientifically-based research process and introduces to the world a new, dynamic approach to investing that at the very least supplements MPT and at the most completely replaces it!
Dynamic Investment Theory - A Simple, High Performance, Low Risk Investing Approach
The new approach to investing described in the book is called Dynamic Investment Theory (DIT). It creates a revolutionary investment type called Dynamic Investments (DIs). DIs are the market's first and only market-sensitive investment. They automatically change the Exchange Traded Funds (ETFs) they hold based on a periodic sampling of market trends. By purchasing ETFs that are trending up in price and selling or avoiding those that are trending down, DIs produce significantly higher returns than virtually any of today's MPT portfolios, with lower risk and no active management required.
For example, you will learn in this book how the simplest possible DI, one that automatically rotates its holding only between a Stock ETF and a Bond ETF earned an average annual return of over 30% for the decade from the start of 2008 to the end of 2017 with low risk and absolute market crash protection. You will be able to use this DI, and other NAOI designed DIs, immediately upon completion of the book!
Not Just Another "Investing Book"
The Amazing Future of Investing is more than just another investing "how-to" book that you will find dozens of on Amazon for $19.95. It is more accurately described as a ground-breaking Research Report commissioned by the National Association of Online Investors to find and develop a superior approach to investing; one capable of taking full advantage of modern volatile markets. The story of how the NAOI was able to meet this goal and how DIs will change the world of investing is presented in this book. See the Table of Contents above.
Who Should Read This Book?
This book was written for two audiences. It will show individual investors it will show how to greatly simplify the world of investing and how to earn significantly higher returns with less risk than is possible with the way investing works today. It will show financial organizations how to easily create powerful investment products that can outperform any MPT portfolio they market today; and by doing so open new markets, increase revenues and gain a massive competitive advantage in the future of investing. Let's look at the advantages that this book brings to each audience in more detail below.
Don't look at this offering as simply a book on investing. Rather view it as a course in personal investing that should be offered in every institution of higher learning in the country. It is a book to be "studied" not simply "read". But it is not a course that teaches how investing works today. That, in my opinion would be a waste of your time and money. Instead, it is a course on how investing should, and will, work in the very near future. View the Table of Contents shown above, right to see the scope of this publication. It first teaches you why the way we invest today, using methods based on Modern Portfolio Theory (MPT) does not work and then shows in detail how a new approach called Dynamic Investment Theory (DIT), that does work, was developed using scientific methods. It then shows you, step-by-step, how to use the new Dynamic Investments that DIT creates in order to earn investment returns that today's "experts" will say are impossible. And these returns are achieved with lower risk and no active management required!
If you believe the price of this book to be excessive, consider this: The performance of a typical MPT Portfolio, like you probably hold today, with a 60% stock, 40% bond asset allocation, earned an average return of 10% for the decade from 2008 to 2017. A Dynamic Investment that automatically rotates between a Stock ETF and a Bond ETF based on a periodic sampling of market trends earned +30% per year during the same period, and with lower risk. You will learn how to implement and manage this NAOI "Core" DI in this book along with other Dynamic Investments that have produced even higher returns. When you do the math, the price of this book is insignificant.
For organizations in the financial services industry, instead of seeing this offering as a "book" you should view it as the deliverable commissioned by your company to prepare a strategic plan for the future of investing. See it as the result of an in-depth, multi-year study to first understand what the investing public wants and needs to confidently interact with equity markets and second how you can meet this demand.
In this book you will learn a revolutionary approach to investing that can, at the very least, supplement MPT methods and, at the most, replace them. NAOI research shows that the public is not being well served by the way investing works today using "static" MPT portfolios. Taking this as our challenge the NAOI spent 5+ years developing a new "dynamic" approach to investing that meets all of the wants and needs of investors and more. In these chapters you will learn how Dynamic Investment Theory was developed and why it provides significantly higher returns with lower risk than any MPT portfolio in existence today. And you will be taught how to create Dynamic Investments for a full spectrum of investing goals quickly, easily and with minimal cost.
The ROI of purchasing this book is off the charts. For this small price you will learn how to significantly expand and increase the value of your product line virtually overnight, capture massive market share that today you can't reach, open new revenue streams that don't currently exist and gain a massive competitive advantage in a crowded and competitive market. Companies have spent tens of thousands of dollars for consulting contracts that provide far less actionable / profitable information than does this book.
Evolving the World of Investing
Modern Portfolio Theory, today's "settled science" investing approach, has a limited life-span. It was introduced in 1952 when markets were a completely different place. While equity markets have evolved significantly over the the past 65+ years, MPT has barely changed at all, and it is no longer the "best" way to invest. But MPT will hold on until a better approach to investing is discovered.
Well, with the publication of The Amazing Future of Investing book, that "better approach to investing" has arrived and both public and institutional investors will soon learn about it. When they do, they will demand it. Financial organizations that meet this demand by offering Dynamic Investments will thrive in the future of investing. Those that don't will fade away.
Dynamic Investment Theory represents the evolution of investing to match the evolution of the market and by doing so catapults the world of investing into the 21st Century. It does work in today's markets and exceedingly well. This book shows you how and why. It is your doorway into the amazing future of investing.
NAOI Support Resources
For financial organization who wish to explore in more detail the uses and benefits of Dynamic Investments, the NAOI stands ready to assist you. NAOI seminars, training classes and consulting contracts are available that will enable your organization to implement this new approach easily, cost-effectively and with minimal disruption to existing revenue streams. Financial organizations that understand and enter this new market first will be rewarded the most.
Contact LHevner@naoi.org to discuss the variety of ways in which we can work together.