Working with Nathan at Altera Finance, over the past few weeks I was able to add both my wife's IRA Rollover and my son's Roth IRA Rollover using Altera's "family plan" option where Altera lets you add family members to their AlteraFunds program at a significant discount. I am currently invested in their "Tactical Growth w/ ETFs" OmniFund since it was rolled out early this year; however, I needed to see it work first and so I dropped my "managed %" down to 10%. By the very end of March, it looked like it should be able to beat the S&P avg and so I bumped the managed % up to 100% and fairly quickly increased it to 200% (100% margined) where it stands now. To say I have been pleased with the results so far would be an understatement as my YTD APR stands just shy of 150%. I also have another account of similar size that is not allowed to go on margin and it's YTD APR is closer to 35%. When the market is moving up, going "full margin" is the way to go and definitely improves my return; however, if the market changes "tune" I will have no problem in going back to 10% managed again. Thank you Nathan in helping me get set up with FOUR accounts so far (soon to be FIVE as I will open another ROTH Rollover for my daughter). I have been in probably 5 or 6 OmniFunds so far, and like the "Tactical Growth w/ ETFs" best, so far, as it appears to be able to beat the market consistently, sometimes by a little, and sometimes by a lot. I do not mind drawdowns and strive for the best APRs over various timeframes of 0 to 5 years. I have been with Nirvana for 20+ years, and they are the BEST... honest, friendly and great performance at that. Cheers...
















