SOLIDIFY YOUR ALTERNATIVE INVESTMENT

Similar documents
Monthly Report for Last Atlantis Partners LLC Share Classes November, 2008

AT&T Global Network Client for Windows Product Support Matrix January 29, 2015

COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) CHARTERED BANK ADMINISTERED INTEREST RATES - PRIME BUSINESS*

COMPARISON OF FIXED & VARIABLE RATES (25 YEARS) CHARTERED BANK ADMINISTERED INTEREST RATES - PRIME BUSINESS*

Diversifying with Negatively Correlated Investments. Monterosso Investment Management Company, LLC Q1 2011

Case 2:08-cv ABC-E Document 1-4 Filed 04/15/2008 Page 1 of 138. Exhibit 8

Analysis One Code Desc. Transaction Amount. Fiscal Period

Crabel Capital Management, LLC

Overview. October Investment Portfolios & Products. Approved for public distribution. Investment Advisory Services

A Guide to the Insider Buying Investment Strategy

WEEKLY ASSET ALLOCATION REPORT

Enhanced Vessel Traffic Management System Booking Slots Available and Vessels Booked per Day From 12-JAN-2016 To 30-JUN-2017

Alternative Sector Rotation Strategy

Annual Shareholder Meeting. June 2012

rtfx asset ManageMent ServiceS INFORMATION BROCHURE

driven by short-term traders

Aurora Updates Aurora Dividend Income Trust (Managed Fund) vs. Listed Investment Companies

MAKE VOLATILITY YOUR ASSET. LJM PRESERVATION & GROWTH FUND

Active Currency Trading Model Product Guide for Individually Managed Discretionary Accounts (MDA)

HSBC Asian High Yield Bond Fund

ALPHA DAY MANAGED ACCOUNT

Alphabeta FX. Asset Management Services. Information Brochure

Blackstone Alternative Alpha Fund II (BAAF II) Advisor Class III Shares

HIGH DIVIDEND STOCKS IN RISING INTEREST RATE ENVIRONMENTS. September 2015

NORDHILLCAPITAL.COM. DISCOVERING NEW VALUES OF ASSET MANAGEMENT Forex account management

Designing The Ideal Investment Policy Presented To The Actuaries Club of the Southwest & the Southeastern Actuarial Conference

SLVO Silver Shares Covered Call ETN

Managed Forex Funds. Managed Foreign Exchange Funds. Solutions that Investors want! Current and Past Performance

FUTURES TRADING SYSTEMS

MONUMENTFX MANAGED FOREX ACCOUNT

Currency Trading Opportunities at DGCX

Are you protected against market risk?

Investing in Bonds challenges and opportunities in 2015

Synthesis Multi-Strategy Currency Fund* * Subject to approval from the Luxembourg Financial Regulator

Navigating Rising Rates with Active, Multi-Sector Fixed Income Management

Overview of Korean ETF Market

Assessing the Risks of a Yield-Tilted Equity Portfolio

SSgA CAPITAL INSIGHTS

Event Driven Fund of Hedge Funds Seeking for Independence From Rising Long-Term Interest Rates

AUTOMATED CURRENCY TRADING

Robeco High Yield Bonds

Market Linked Certificates of Deposit

OpenWorld Dynamic Assets Fund

The Coming Volatility

Diminished Liquidity in the Corporate Bond Market: Implications for Fixed Income Investors

Russell Rhoads, CFA Instructor The Options Institute Chicago Board Options Exchange, Incorporated. All rights reserved.

A Winning Relationship. You, Your Advisor, and Schwab Advisor Services. For Clients of Independent Investment Advisors

Reliance Dual Advantage Fixed Tenure Fund IV Plan C

Providing Trading Opportunities in a Sound Marketplace

Ashley Institute of Training Schedule of VET Tuition Fees 2015

Guggenheim Investments. European High-Yield and Bank Loan Market Overview

INSTITUTIONAL INVESTMENT & FIDUCIARY SERVICES: Building a Better Portfolio: The Case for High Yield Bonds

Invesco Fixed Income

Maximising income through bonds Elizabeth Moran Director of Education and Fixed Income Research

AFMAXX 457(b) Group Variable Annuity - American Fidelity Separate Account C * May 31, 2016 Monthly Performance

FTXSP User Guide. Version 1.0. Published by FXTSP.com 1

How a thoughtful FX strategy can give Fund Managers a competitive edge

Market Speculators LLC

Global Equity Trading Volumes Surge 36% in 1 st half 2015 driven by Mainland China

Does trend following work on stocks? Part II

MANXURIA INVESTMENTS LTD MANAGED FOREX INVESTMENTS

Blackstone Alternative Alpha Fund II (BAAF II) Advisor Class III Shares

Understanding Volatility/Standard Deviation within investment funds.

HSBC Global Investment Funds Global High Yield Bond

Opportunities and risks in credit. Michael Korber Head of Credit

Sandler O Neill Global Exchange & Brokerage Conference. June 6, 2013

Swiss Alpha Strategy Certificates

The Merchant Securities FTSE 100. Hindsight II Note PRIVATE CLIENT ADVISORY

Think Huge Investments - Investment Mandate

Are you prepared to make the decisions that matter most? Decision making in healthcare

Noble Royalties, Inc.

Financial Regulation and Consequences on America's Retirement Savings

US Asset Management Strategic Imperatives for Asset Managers May 2013

4Hedge Fund Managers. who could Profit from a bounce in Crude Oil. RCM Alternatives: Energy Fund Managers

Fixed Income 2015 Update. Kathy Jones, Senior Vice President Chief Fixed Income Strategist, Schwab Center for Financial Research

CENTERPOINT ENERGY TEXARKANA SERVICE AREA GAS SUPPLY RATE (GSR) JULY Small Commercial Service (SCS-1) GSR

Second Quarter 2015 Trading Update. 28 September 2015

FIRST COMMAND FINANCIAL BEHAVIORS INDEX

South Dakota Public Funds Investment Trust (FIT) Fixed Rate Investment Options & Services

Variance swaps and CBOE S&P 500 variance futures

Intro to Forex and Futures

Returns passed. Fund Manager. Pools their money

The Daiwa Securities Group has made a new start with strong solidarity and passion.

Annual Treasury And Investment Portfolio Update for 2015

Exchange-Traded Funds

Evolution of GTAA Investment Styles. In This Issue: June 2012

Energy Strategy Review Review of our electricity and gas purchasing strategy in 2014

CAFIS REPORT

When rates rise, do stocks fall?

Foreign Exchange Investments Discover the World of Currencies. Private Banking USA

TAX-MANAGED SMAS: BETTER THAN ETFS?

Hedging Foreign Exchange Rate Risk with CME FX Futures Canadian Dollar vs. U.S. Dollar

A Comparative Study on the Performance of ULIPs Offered by the Selected Insurance Companies-A Study in Indian Capital Markets

Plan for Your Future. Make It Happen. Morgan Stanley can help you achieve your financial goals.

Commodity Pool Operators

SUN LIFE GLOBAL INVESTMENTS (CANADA) INC.

Franklin LifeSmart Retirement Target Funds

Registered Investment Advisor. 595 E. Colorado Blvd., Suite 518 Pasadena, CA (626)

Forex Managed PAMM Account Information Brochure

Transcription:

SOLIDIFY YOUR ALTERNATIVE INVESTMENT Investment diversification / ease of use / groundbreaking solutions

2/7 DYNATRADE Management Helping investors understand and participate in forex trading and investing. Providing REAL Diversification DYNATRADE Management provides access for investors looking for something different. Many investors find it hard to diversify their portfolio with something that offers non-correlated returns to their traditional investment choices (stocks, bonds, real estate). This gap in the marketplace is what DYNATRADE Management is attempting to fill; a truly non-correlated investment strategy with a focus on managing downside risk while striving for attractive return on investment potential. DYNATRADE Management focuses on trading forex (FX), the largest financial market in the world. DYNATRADE Management provides solutions for everyday investors to invest in the largest financial marketplace the $4 trillion/day global foreign exchange markets, once dominated only by governments, big banks and large institutional investors. While Forex has traditionally been a market in which banks and big businesses have operated in, it has become a much more accessible market for virtually any-sized investor. This has opened the doors to speculation and allowed for investors to gain access to a worldwide market that offers liquidity and opportunity. Ground breaking Solutions For several years the team of DYNATRADE Management has been gaining industry knowledge and experience to create and deliver a robust and powerful way to invest and trade the forex markets. With DYNATRADE Management, a portfolio of tools based on a successful trading system has been created which is managed 24 hours a day. Choosing DYNATRADE Management as your advisor allows you to participate in this investment area giving you assurance in analysis and trading 24/5. Accessibility With DYNATRADE Management, there are no long-term commitments. Your assets are free to move when you need them. Deposit or withdraw funds without penalties with as little as 48 hours notice. Investors can enjoy easy to use account management tools in which you can view your account balance and activity 24/7. Active Trading DYNATRADE Management utilizes a portfolio of trading strategies in attempt to prepare for a multitude of market cycles. Trading multiple currency pairs with a successful strategy creates a trading model that balances downside risk while allowing for excellent growth potential. The trading models focus is in mid-term trading with trades being held for average 7 days in attempt to reduce market exposure while using leverage to capitalize on short- to mid-term market moves.

3/7 DYNATRADE Management Achieving Investment goals. We begin with a prudent, methodical approach toward investing. Trading System DYNATRADE Management uses strategies that stem from technical trading methodology that is simple, yet refined. A walk forward approach to trading in effort to take into account an everchanging forex market adds to the robustness of the trading program. The end-goal is a constant obsession with managing down-side risk, while allowing for profits to run in the right trade situations. Automation With technology improving exponentially, trading systems can be automated and optimized for preciseness on all expects of trading, from money management, to exact order management protocols. This allows for trading to become more of a managed of trading systems while using discretion at times to manage market exposure. Risk Management Our #1 goal is preservation of capital. DYNATRADE Management uses multiple sophisticated automated algorithms to help facilitate their risk management procedures during periods of unusual volatility that can create unexpected losses. Absolute Returns Our investment is not tied to any market index. 100 % of our performance are absolute returns, our own value added.

4/7 FOREX ADVISORY & GUIDANCE Advantages to an Investment in Forex. While Forex isn t an investment that is widely talked about, it is gaining significant traction in the investment community as it has become very easily accessible to any-sized investor and carries added value to traditional investments including the following: 24 Hour Trading Ample Liquidity Diversification Forex Markets are open 24 hours a day, 5 ½ days a week which allows for less gaps in the market opposed to equities The global Forex market trades $ 4 trillion every single day Use of leverage allows for faster trading opportunities on relatively small market moves Putting some of your eggs in another basket is the old adage and still a wise choice Trading FX in lot sizing allows for very precise money management techniques

5/7 ROLES OF INVESTOR, ADVISOR & BROKER Example of the Roles / Relationships in a Managed Forex Investment Account: Mr. Investor is interested in investing in the foreign exchange (forex) markets. He chooses to leverage the knowledge of DYNATRADE Management. He opens a regulated brokerage account with a forex broker and deposits funds into his account. [Please note that DYNATRADE Management will assist Mr. Investor the entire process of opening your brokerage account]. Mr. Investor behalf using the broker s platform, execution and clearing capabilities. Mr. Investor doesn t have to spend his own resources and time on research and development of his own trading strategy, when he has direct access to use DYNATRADE Management trading system. DYNATRADE Management benefits by having more trading capital to leverage and earn a management fee and a fee on profits earned from Mr. Investor. And the forex broker earns additional revenues over a longer period from having an experienced manager attempting to preserve an appreciate Mr. Investor s forex portfolio. RISK DISCLAIMER The risk of loss in foreign exchange trading can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage that is often obtainable in foreign exchange trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains. Past performance is not indicative of future results. Request more information via e-mail at mail@dyna.trade.

111,192.00 113,393.60 117,972.44 118,689.71 127,462.06 155,387.73 167,351.03 191,153.37 188,876.73 197,389.40 198,299.37 203,127.96 207,178.33 213,687.87 218,547.13 219,187.48 218,387.44 217,513.89 219,628.13 223,361.81 229,316.63 232,091.36 233,551.22 235,739.59 241,760.38 256,887.33 258,269.38 279,834.88 293,955.35 310,146.41 319,804.36 328,016.94 334,993.86 345,050.38 356,592.31 361,955.46 375,583.08 379,759.57 400,437.48 403,993.36 411,511.68 413,523.97 415,575.05 420,719.87 424,396.96 436,751.15 438,061.41 449,157.50 6/7 Dynatrade Management Ltd. FX Trading Program Hypothetical Monthly Performance (net of all fees, including 30 % incentive fee 1/12, 0.4 % management fee 1/12); results do not include open positions held open at month end. Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year 2014 3.77% 1.11% 5.45% 0.89% 1.86% 0.49% 0.50% 1.24% 0.87% 2.91% 0.30% 2.53% 19.59% 2013 2.55% 6.26% 0.54% 8.35% 5.05% 5.51% 3.11% 2.57% 2.13% 3.00% 3.35% 1.50% 49.72% 2012 1.99% 3.14% 2.27% 0.29% -0.37% -0.40% 0.97% 1.70% 1.70% 1.21% 0.63% 0.94% 13.79% 2011 11.19% 1.98% 4.04% 0.61% 7.39% 21.91% 7.70% 14.22% -1.19% 4.51% 0.46% 2.44% 82.68% Performance Statistics from January 2011 to December 2014 Monthly increase in percent 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 Jan-11 May-11 Sep-11 Jan-12 May-12 Sep-12 Jan-13 May-13 Sep-13 Jan-14 May-14 Sep-14 Performance Statistics from January 2011 to December 2014 Yellow scale: Growth of 100,000 invested since inception Cumulative total return: 349.16 %

7/7 DYNATRADE MANAGEMENT LIMITED HAS HAD LITTLE OR NO EXPERIENCE IN TRADING AC- TUAL ACCOUNTS FOR ITSELF OR FOR CUSTOMERS. BECAUSE THERE ARE NO ACTUAL TRADING RESULTS TO COMPARE TO THE HYPOTHETICAL PERFORMANCE RESULTS, CUS- TOMERS SHOULD BE PARTICULARLY WARY OF PLACING UNDUE RELIANCE ON THESE HY- POTHETICAL PERFORMANCE RESULTS. HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY AC- COUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PER- FORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PAR- TICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GERERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPA- RATION OF HYPOTHETICAL PERFORMANCE RUSULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS.