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NAOI Releases New Theory of Investing
that Evolves the Financial World into the 21st Century

This Is the Most Significant Change to How We Invest in Decades

Tampa, FL.May 2018.  The National Association of Online Investors (NAOI) has released the specifications for a new approach to portfolio design, and investing in general, called Dynamic Investment Theory (DIT) that changes how we invest at a fundamental level.

Developed based on 5+ years of research and development, DIT sets the logic and rules for the creation of a next-generation investment type called Dynamic Investments (DIs). DIs are designed to automatically change the Exchange Traded Funds (ETFs) they hold based on a periodic sampling of market trends. By doing so they are “market-sensitive” and capable of producing returns that are multiple times higher than the static MPT-based portfolios in universal use today. And these returns come with lower risk, absolute protection from market crashes and no active management required.

As an example, the simplest DI created by the NAOI that rotates between only Stock and Bond ETFs earned an average annual return of +29 % for the volatile period from 2008 to mid-2018 with less risk than simply holding a bond mutual fund. 

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DIT was developed by the NAOI to be a superior alternative to Modern Portfolio Theory (MPT), today’s "settled science" approach to portfolio design.

The problem with MPT is that it was introduced in 1952 when markets were a far different place. Markets have evolved significantly since then while MPT methods have barely changed at all and they simply can't cope with today’s far more volatile markets. See the Chart at right.

 

According to NAOI President, Leland Hevner, "When we decided to break the free of the constraints imposed by MPT methods, a simpler, higher return, lower risk world of investing opened to us, one with unlimited potential. And we gradually realized that with the development of Dynamic Investments we had found the Holy Grail of the financial world, namely the Productization of Investing!"

Feedback from NAOI students who have been using DIs in their portfolios for over two years tells the NAOI that DIT, not MPT, is the future of investing and individuals / organizations who learn about this new approach now will benefit the most.

About the National Association of Online Investors (NAOI)

Founded in 1997, the NAOI is a leading investor education, investment research and financial consulting organization. Our mission is to empowerment individuals to invest with confidence and to provide financial organizations with innovative investing solutions that will give them a massive competitive advantage in a crowded market space. 

Contact Information: 
Leland B. Hevner
President, NAOI
Tampa, Florida
LHevner@naoi.org
Phone - Office: 813-949-3817, Cell: 813-847-2121

LinkedIn: linkedin.com/in/lelandhevner

Twitter: https://twitter.com/LelandHevner

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"The Future of Investing Starts Here"®  is a Registered Service Market of Leland Hevner and the NAOI.


Related Information


 

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"The Amazing Future of Investing" Book

A detailed description of how Dynamic Investment Theory was developed and how Dynamic Investments work is found in the 200+ page book called "The Amazing Future of Investing" as shown at right.

Individual Investors who read this book will be able to implement and manage high-performance Dynamic Investments immediately upon completion of the last chapter.

Financial Professionals who read this book will see the benefits of including Dynamic Investments in their product / service offerings immediately upon completion of the last chapter.

To learn more about the book and to purchase it go to the NAOI Store at this link.