Hello. My name is Leland Hevner, President of the National Association of Online Investors (NAOI). Founded in 1997, the NAOI is a leading investor education and investing research organization. We are in the process of creating a better future of investing.

“The Future of Investing” - A Slideshow

This page introduces a short Web-based slideshow that shows how the NAOI is changing the world of investing at a fundamental level. On the following pages (the index is presented below) you will learn that this change comes in the form of a new approach to portfolio design and management called Dynamic Investment Theory (DIT). This is the first viable alternative to today’s standard approach called Modern Portfolio Theory (MPT) that was introduced in 1952. Markets have change significantly since the 1950’s while MPT has barely changed at all and it no longer works. We saw clear evidence of this during the stock market crash of 2008-2009 when holders of MPT portfolios lost a significant portion of their wealth.

NAOI Dynamic Investments - The Future of Investing

DIT creates an innovative investment type called Dynamic Investments (DIs) that thrive in modern markets. DIs periodically sample market data and automatically signal trades in order to take advantage of current market trends. By being “market sensitive” DIs are capable of producing returns that are significantly higher than virtually any MPT-based portfolio for the same time period and with lower risk. On the following pages of this presentation you will learn how DIT and DIs will usher in a better world of investing for both investors and the financial organizations that exist to meet their needs.

Whether you are an individual investor or a financial professional, devoting just a few minutes to reading the pages that follow in this presentation can be among the best investments you will ever make. Changes are coming fast to the world of investing and those who learn about them first will benefit the most.

Slideshow Index

Below are the Web-page Slides that make up this presentation. You can go directly to any Slide by clicking a link in the list. However, we recommend that you move sequentially through the presentation by clicking the navigation arrows at the top and bottom of each Slide.

Slide 00: Welcome to the Future of Investing - Introduction (this page).

Slide 01: Why Change Is Needed - and Fast

Slide 02: The Discovery of “Dynamic Investment Theory”

Slide 03: Introducing “Dynamic Investments”

Slide 04: Creating Market-Sensitive Portfolios

Slide 05: MPT / DIT Hybrid Portfolios

Slide 06: New Concepts in Investing

Slide 07: Dynamic Investment Applications

Slide 08: Why Change Cannot Be Ignored

Slide 09: The NAOI “Dynamic Investment” Support System

Slide 10: NAOI Contact Information and Keeping Up-to-Date

To receive updates to the information presented in this Slideshow, join the NAOI “Updates Email List” at the bottom of this page. Regardless of how you interact with equity markets, you cannot afford to ignore the changes discussed here.

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