New Plan Trading Company Informational Presentation

1
New Plan Trading Company

• Informational Presentation

2
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.

3

• 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.

4

• 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.

5

• 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.

6
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.

7

• 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 brokers 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 dont 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
  pricessound familiar?

8

• 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.

9

• 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 SP
  500 index in performance. NPTC pays our investors
  the SP 500 performance plus 6, and only then
  does NPTC make money. Our investors come first!

10
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 (SP 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.

11
You have a choice of three basic options for your
financial investing future

1. Give your money to a broker who doesnt 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.
2. 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.
3. 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)!

12

• 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.

13
How to become part of the Team

• Contact
• Jim Law
• Home Office 813.681.9705
• Mobile [phone]

14
Disclaimers

• 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.
• Investors 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 investors 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.

15
60 min Chart Example
16
(No Transcript)
17
New Plan Trading Company

• Loan Repayment Schedule Examples
• Notes
• Interest payments are made on annual
  anniversaries.
• Minimum interest rate is 6, even if performance
  of SP 500 was negative for the term!
• Different example dates are chosen at random for
  illustration purposes only.

18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
Example Promissory Note
22
(No Transcript)