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Archive Monthly Archives: October 2024

Comparing Buy & Hold Investing to OmniFunds

There is no more classic approach to investing than "Buy and Hold".  The extensive use of Index Funds attests to its popularity.  In bull markets, this approach can certainly yield great returns, especially if the investor selects an Index Fund that is in a strong growth mode, like one based on Artificial Intelligence stocks. 

Is there is a way to get much higher returns than this "Buy & Hold" approach? OmniFunds is based on investing in lists of stocks, such as today's "A.I. Stocks" group. The difference is in how it switches between stocks to maximize gains and minimize draw downs. In this article, Steve Byrne shows a recent example that demonstrates a dramatic improvement in returns using the OmniFunds approach.

Click Here for Steve's Full Article, "Comparing Buy & Hold investing to OmniFunds"

Are AI Stocks Driving the Market?

Editor's Notes:   I am pleased to publish Steve Byrne's brilliant insights into the nature of the current market, as he describes it in "Are AI Stocks Driving the Market?"  Steve has continued to push forward with his research on identifying the best growth stocks. In this effort, he created a Portfolio called "TopAI" which uses the most liquid AI-centric stocks in the market and another on the Russell 3000 using similar filtering and ranking concepts to illustrate the similarity in performance between the two lists.  - Ed Downs

Click Here to download the "Are AI Stocks Driving the Market?" full article.


New OmniFunds

Steve used these Portfolios to bring out two new OmniFunds, ‘NAS100 & AI Mixed Growth’ and "NAS100 & RUSS3000 Mixed Growth", as featured below.

New OmniFund using Nasdaq 100 and Top AI Portfolios (10/18/24)

New OmniFund using Nasdaq 100 and Russell 3000 Portfolios (10/18/24)

Major OmniFunds Update

We just released a significantly improved version of OmniFunds 2.
Here is a summary of the changes:

  1. Market on Close Execution - Improves Profitability by as much as 100% by increasing gains and reducing draw downs!
  2. Immediate Order Execution on Changes - Any change you make to an OmniFund (switching funds, allocation, etc.) can be made immediate.
  3. Avoiding the Pattern Day Trading Rule - When changes are made, OmniFunds ensures that an Entry and Exit will not be made on the same day for any symbol.
  4. Trade up to 200% on Margin - We now support trading full margin in OmniFunds 2
  5. Symbol Issues Addressed - There was a problem with $VIX that was addressed (for Lab users)

Click here for a document that explains the changes.