Released May 31, 2018

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New Dynamic Investment Type
Revolutionizes the World of Investing

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 able 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 DI 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 using DIT methods earned an average annual return of +26 % for the decade from 2008 to 2017 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 is that MPT it was introduced in 1952. Markets have evolved significantly since then (as illustrated in the nearby chart) while MPT methods have barely changed at all and they simply don’t work in today’s markets. 

 

According to NAOI President, Leland Hevner, “There comes a time in the life of any system, whether it be in nature or in business, when it must adapt to changes in its environment to survive. This time has come for the world of investing as MPT methods are increasingly unable to cope with modern markets. DIT is the adaptation needed by the financial services industry to adapt to changing markets and not only survive but thrive well into the future.

About the National Association of Online Investors (NAOI)

Founded in 1997, the NAOI is a leading investor education, investment research and financial consulting organization. The NAOI has taught thousands of individuals how to invest via published books, online courses and classes at the college level. The development of Dynamic Investment Theory has been the focus of the NAOI R&D department since the crash of 2008 showed us the MPT-based methods were dangerously out-of-date.

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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Related Information


 

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"The Amazing Future of Investing" Book

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

Readers will be able to implement and manage Dynamic Investments 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.