Product Details

novofina 20plus

The Optimum Solution for Ambitious Investors

Evolution 2016

Evolution 2016—A New Milestone (actual back test data; see performance indicators below)

Our trading system novofina 20plus focuses on performance and is expected to deliver an average net HE (*) return of 20% per year over the long term. All fees (= our trade commissions) are already priced in!

This is made possible by combining a set of excellent individual strategies to form the composite strategy novofina 20plus. This allows us to deliver the best possible performance in every market condition. At the same time the yield curves are smoothed without the need to hope for any particular market direction.

The combination of a perfectly balanced allocation of trades with predetermined short holding periods (days), ensures that short-term developments are taken advantage of and risks are optimally diversified.

The novofina 20plus product combined with our highly advanced trade execution systems will elevate you into a new league of modern investing.

On this page (click here) we describe in more detail how Novofina works, why it works and why it is comparatively superior to outdated investment approaches.

Performance Indicators [KPIs]
Product novofina 20plus
Evolution (Version) 2016 (.1_LG)
Back test yearly average 32.66%
Helnwein Expectancy HE-1 20.07%
Expectancy HE-2 13.66%
Max. BT-Drawdown 22.20% (2008)
Maximum expected drawdown 33.30%
Average Drawdown 8.71%
Expected Average Drawdown 13.07%
HF (Helnwein-Factor) to BTØ 1.47
Back test data 2006 – 2015
All fees deducted Expectancy values are reduced estimations.
*) See Warning and Disclaimer!

(*) The figures indicated are based on 10 years of back-tested simulated data from 2006-2015. The back-testing is based on the actual performance of the same instruments which are traded within the products, namely US equities. Back-tested simulated results and past performance are not a guarantee or reliable indicator of future performance. The value of your investment can rise as well as fall and a loss of original capital may occur. The products invest in USD based instruments, thus investment returns may be affected by currency fluctuations.

HE is the Helnwein Expectancy value. The historical results (real and/or back-tested) are reduced to a smaller, but more realistic expected value in order to be able to better estimate future performance.

novofina 7plus

A Reliable Base for Effective Capital Appreciation

Evolution 2016

Evolution 2016—even more risk reduction (actual back test data; see performance indicators below)

The trading system novofina 7plus focuses on the lowest possible temporary declines (drawdowns) and aims for an expected long-term net average HE (*) annual return of 7%. All fees (i.e. our trade commissions) are already factored into this expected return calculation!

As with the higher yielding novofina 20plus strategy, this option functions well in any market condition and furthermore offers the lowest possible drawdown to flatten the yield curve even more. It provides an ideal balanced distribution of trading positions to lower the risk, yet maintains high earnings expectations.

Novofina presents you with novofina 7plus and all of our systems in a completely different and modern league of investments.

On this page (click here) we describe in more detail how Novofina works, why it works and why it is comparatively superior to outdated investment approaches.

Performance Indicators [KPIs]
Product novofina 7plus
Evolution (Version) 2016 (.2_SM)
Back test yearly average 16.13%
Helnwein Expectancy HE-1 7.34%
Expectancy HE-2 2.94%
Max. BT-Drawdown 21.06% (2008)
Maximum expected drawdown 31.59%
Average Drawdown 8.23%
Expected Average Drawdown 12.35%
HF (Helnwein-Factor) to BTØ 0.66
Back test data 2006 – 2015
All fees deducted Expectancy values are reduced estimations.
*) See Warning and Disclaimer!

(*) The figures indicated are based on 10 years of back-tested simulated data from 2006-2015. The back-testing is based on the actual performance of the same instruments which are traded within the products, namely US equities. Back-tested simulated results and past performance are not a guarantee or reliable indicator of future performance. The value of your investment can rise as well as fall and a loss of original capital may occur. The products invest in USD based instruments, thus investment returns may be affected by currency fluctuations.

HE is the Helnwein Expectancy value. The historical results (real and/or back-tested) are reduced to a smaller, but more realistic expected value in order to better estimate future performance.

Advantages Applicable to All Novofina Products:

Quantifiable Risk and Return Trade-Off

Only a tried and tested, scientificly based and fully automated trading system can satisfy the two principles that should build the foundation of all modern investment decisions today:

a) Risk and return have to be quantifiable in numbers that express the probability for future expectations. One should not simply buy financial products that have had a lucky streak for the last three years, since this will have no relevancy on future performance.

b) The risk should not be an open ended risk of total loss. It should rather be based on quantifiable probability-based expectations and should be limited to temporary drawdowns (e.g. a few weeks or months). Our systems produce quantifiable temporary drawdowns instead of incalculable risk of (total) loss.

All Novofina system meet these criteria and set new standards, not only in Germany, Austria and Switzerland, but worldwide! There is a reason why the industry makes reference to the performance metrics developed by our founder: HF (Helnwein Factor—a risk and return comparison) and HE (Helnwein Expectation—a value describing minimized risk to future figures).

Review the detailed description of our approach and compare it to all your other investments: How it works

Your Personal Strategy Mix

Easy to Use, Effective in Practice

We make your investment choices easy to control. By focusing on two products and secure markets (US “blue chip” stocks), the system is characterized by low risk from the beginning, transparency and security making it practical for different types of investors. The control remains in the hands of the investor at all times via our interface. Once you have determined the amount of your total investment, the sum allocated to each of the strategies can be fine-tuned to your desire via our web application.

Thus, before you commit to your actual allocation you have the possibility to adjust the distribution of a hypothetical invested amount. You will receive immediate feedback about the expected return on the strategy allocation chosen.

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