by jlaw01

22 slides

New Plan Trading Company Informational Presentation

Published May 21, 2013 in Business & Management
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Maximize returns, minimize risk! View this brief presentation to learn more about NPTC and our view of the Market! Contact me to learn more!

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Presentation Slides & Transcript

Presentation Slides & Transcript

New Plan Trading Company
Informational Presentation

What New Plan Trading does:
We make money, plain and simple. We make profits for our investors and ourselves by actively trading a very small group of stocks and Exchange Traded Funds (ETFs). We trade both long and short, which means our Team profits whether the Market moves up or down.

We utilize price action, moving averages, Japanese candlestick charting, oscillators, MACD, volume, and other technical analysis tools to guide our decisions on market timing.

Our trading frequency varies depending on the technical indicators and price action. We typically utilize swing trades lasting from one to several days in duration.

We concentrate most of our trading on two ETFs: the Direxion Small Cap Triple Bull Shares (TNA), and the Direxion Small Cap Triple Bear Shares (TZA). These ETFs are correlated to the IShares Small Cap Russell 2000 Index fund (IWM) such that when IWM goes up 1%, TNA goes up 3%, and TZA goes down 3%.

We actively manage potential losses and lock-in potential profits by utilizing price stops for automatic exits when necessary.

TNA and TZA are NOT long term investment vehicles, and should only be traded by active traders on a relative short term basis. Properly managed, however, they yield excellent returns.

Why do Investors team with us?
We only make money if you make money!

Chances are, your current Broker or Investment Advisor gets paid regardless of whether your account actually makes money, because they get paid as a percentage of assets under management (AUM). The more AUM, the more money they make, regardless of how your account performs.

It is ludicrous to give your money to a broker who reviews your account every couple of months and gets paid regardless of whether your account goes up or down! When you buy a stock from your broker, are you buying on the open market, or are you buying shares that the broker’s firm previously purchased (at a much lower price), and then pushes onto clients at a higher price (leaving a nice profit for the broker)? Most people don’t even realize this practice occurs! Think of the last major market swing down, when you called your broker and asked their opinion on what to do…..they probably told you not to worry, the market will come back, and in fact, you should be buying more at these falling prices……sound familiar?

The old “Buy and Hold” strategy of the past does not work in the highly technological, highly fluctuating market of the new millennium. An actively traded investment program, managed to take advantage of market swings both up and down, can yield substantially more. We trade exactly what the Market gives us, and we aggressively manage price action stops to minimize potential losses and lock in profits.

If you do not make money, we do not make money! We have a vested interest in your success. We understand that we need investors, and we need to properly execute a well planned trading program to exist as a company. We value and appreciate our investors!

Most investment companies strive to match the S&P 500 index in performance. NPTC pays our investors the S&P 500 performance plus 6%, and only then does NPTC make money. Our investors come first!

How do the details work?
The amount you invest comes in as a loan to New Plan Trading Company, and you are issued a promissory note which details the terms of the loan (S&P 500 performance plus 6%, 6% minimum, paid annually upon anniversary). New Plan then utilizes that loaned money as trading capital for daily trading decisions.

As an investor, you do not have to worry about the day to day trading decisions of the Company, nor worry about how to classify yourself as a trader or how to treat any returns from equity investing. You will be issued an IRS 1099 form at the end of each year, detailing the amount of interest income you received for the year. The amount of interest income generated from your loan is treated as ordinary income for tax purposes.

You have a choice of three basic options for your financial investing future:
Give your money to a broker who doesn’t care whether you make profits or not, who follows up with you when the computer schedule tells him to do so, and who gets paid regardless of how your portfolio does.
Attempt to self-invest, go through a very expensive learning curve, learn the IRS trading rules (you can actually get penalized by trading TOO much and not being classified correctly!), educate yourself on investing rules, fundamental and technical analysis, stops, limits, pre- and post-market trading, and continuously define new trading programs while also maintaining balance in your already hectic day.
Invest with New Plan Trading Company. You are not just a numbered account with us. We purposely do NOT take on too many investors because we do not want to lose that personal relationship with our Team. We only make money if you make money! We manage risk-to-reward, and take what the market gives us. If the market is trending down, we are either flat or short (and NOT staying long, waiting and praying for a rebound)!

The choice is clear: Invest with New Plan Trading Company and make a difference in your financial future!

The definition of Insanity – Repeating the same thing, over and over again, hoping for different results.

Those who fail to plan, plan to fail…….

How to become part of the Team:

Jim Law
Home Office 813.681.9705
Mobile 941.650.7391

New Plan Trading Company (NPTC) is not a licensed or regulated financial services institution, broker (securities or otherwise), financial planning entity, or tax planning entity. NPTC is a for-profit Florida Corporation.
Investor’s money loaned to NPTC will be utilized as trading capital, and all equity trading, as well as all investment, involves risk. NPTC actively manages all company trading activities, and utilizes stops to ensure losses on any individual trade is controlled and managed.
NPTC believes in risk-reward trading. We feel that a 20% risk is more than adequate for a 100% potential reward. Because of this risk to reward strategy, if any investor’s principal loan amount is reduced by 20% or more at any time during the year, the investor will be given the opportunity to terminate the loan and receive the remaining principal amount.

60 min Chart Example

New Plan Trading Company
Loan Repayment Schedule Examples

Interest payments are made on annual anniversaries.
Minimum interest rate is 6%, even if performance of S&P 500 was negative for the term!
Different example dates are chosen at random for illustration purposes only.

Example Promissory Note