The Trade Leaders Investment Program

The Trade Leaders Investment Program:
A True Alternative Investment
Presented to FXDD
June 2011
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
リスクについて
FX(外国為替証拠金取引)には大きな損失が生じる可能があ
り、全ての投資家の方に無条件に適しているもではありませ
ん。 FX に関する全てのリスクについてご理解いただき、質問
がある場合はファイナンシャルアドバイザーにご相談いただくこ
とをお勧めします。
（トレード・リーダーズ）の過去のパフォーマンスは必ずしも未来の好成績を
意味するものではありません。投資家の皆さまのリターンは、スリッページ、
手数料、スプレッド、ボラティリティ、市況などの影響により変化します。取引
を追加したり、注文を変更したりキャンセルした場合は、選択した（トレー
ダーリーダーズ）の成績と異なる結果を手にするかもしれません。あなたのト
レーディングプログラムには、（トレード・リーダーズ）が指定するレバレッジを
適用されます。また、レバレッジは（トレード・リーダーズ）や個別の取引ごと
に異なります。特定の（トレード・リーダーズ）に配分した資金を増減すること
によって、あなたは（トレード・リーダーズ）と異なる成績を手にするかもしれ
ません。また、あなたの投資プログラムのリスクを増減させる可能性があり
ます。
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
2
目次
• Currenseeについて
•
•
•
•
•
プログラムの概要
トレードリーダーズの選び方
ご利用の始め方
デモ
Q&A
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
Currenseeについて
• ボストン, MA
• 従業員３０名
• 事業内容
 金融サービス
 ソーシャルメディア
 ソフト開発
• the National Futures Association (NFA) (member
#0403251)、全米先物協会会員
• the Financial Services Authority (FSA) (firm
reference #518648)、英国金融監督庁認可
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
4
掲載されたメディア
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
5
事業概要
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
6
もし ...
• アーロン・ロジャースがあなたにパスをくれたら?
• フランク・シナトラがあなたのために歌ってくれたら?
• ボビー・フレイが次回のバーベキューに来てくれたら?
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
7
7
Trade Leaders™ Investment Program
• もし世界最高のトレーダーた
ちが、あなたの代わりにトレー
ドしてくれたなら?
 世界の為替市場へのユニー
クなアクセスを提供するオル
タナティブ投資サービス です。
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
8
Currenseeのしくみ
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
9
厳格なTrade Leader 選抜プロセス
Initial Selection
トップトレーダーたちは、
Currensee
ソーシャルネットワークの
中から厳選されています。
彼らはトレード・リーダーズ
と呼ばれています。
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
10
厳格なTrade Leader 選抜プロセス
Vetting
厳格な基準に基き、トレード・
リーダーズを調査、分析してい
ます。それは、過去のパフォー
マンス、経歴、リスク他、様々な
要素を対象としています。
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
11
厳格なTrade Leader 選抜プロセス
On-Going Review
トレード・リーダーズが最高
水準にあることを保証する
ため、パフォーマンスに対
する継続的な再調査や評
価の結果を、投資家の皆
様に提供しています。
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
12
Trade Leaders deliver real results
Notes:
1. Trade Leader returns are based on the average performance of Currensee Trade Leaders. Investor returns may vary materially from Trade Leader returns based
on slippage, fees, broker spreads, volatility or other market conditions. If you place additional trades in your account or you modify or cancel an order generated by
your program you may achieve a materially different result than the Trade Leader(s) that you follow. Your trading program will follow the same leverage of each Trade
Leader whose signals you have incorporated into your program; and that leverage can vary by Trade Leader and by trade. By increasing or decreasing the amount of
capital you allocate to follow the signals of a particular Trade Leader, you may achieve materially different profits or losses than the Trade Leader and you may be
increasing or decreasing the risk of your program.
2. Three month returns are cumulative returns from March 1, 2011 through May 31, 2011 for the 17 Trade Leaders in the program on June 2, 2011.
3. Six month returns are cumulative returns from December 1, 2010 through May 31, 2011 for the 17 Trade Leaders in the program on June 2, 2011 who had
sufficient performance history.
4. Barclay CTA Index is the BarclayHedge.com index of 500+ Commodity Trading Advisors (CTAs).
5. Gold returns are based on the results of SPDR ETF GLD.
6. S&P 500 returns are based on the results of SPDR ETF SPY.
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
13
Live Demo
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
14
Trade Leader パフォーマンス
Trade Leader
Ticker
Avi Kahana
AVKIL.C
‐0.8%
0.8%
1.4%
‐0.2%
‐1.0%
0.6%
0.8%
Bradley Smith
BRSFI.G
20.6%
2.5%
1.1%
2.0%
‐5.1%
‐5.8%
14.0%
DJ McCrosky
DJMRS.A
‐24.2%
‐1.2%
11.9%
4.3%
‐1.4%
‐0.8%
‐14.5%
Gabor Trading
GAFFL.B
6.8%
15.5%
7.1%
‐8.7%
6.9%
‐1.4%
27.1%
Gabor Trading
GAFLL.C
2.0%
20.1%
‐3.5%
1.7%
4.9%
6.6%
34.4%
Janus Trading JASMI.A
0.9%
3.3%
1.6%
‐1.5%
‐2.6%
3.7%
5.4%
Janus Trading JASMI.I
‐0.2%
5.1%
‐1.9%
2.5%
‐5.2%
4.2%
4.2%
Jens Daniel
JEDUF.A
‐10.6%
9.5%
19.2%
9.7%
‐23.9%
‐8.8%
‐11.2%
Joiny Jiang
JOJAR.C
3.2%
8.6%
5.3%
0.6%
5.5%
2.5%
28.4%
LW Trading
LIWWK.A
0.5%
31.0%
19.8%
‐8.1%
10.5%
16.9%
87.2%
MH Trading
MIXWQ.A
1.8%
3.9%
‐1.2%
1.7%
2.3%
2.6%
11.5%
Robert Ivanov
ROICU.A
‐4.3%
19.1%
‐1.1%
19.3%
‐18.6%
7.0%
17.1%
Trader Tradingsystema ANBZN.A
8.5%
45.3%
9.9%
11.8%
‐0.2%
‐0.5%
92.3%
Udyat Project
ERCYY.B
1.9%
9.5%
9.0%
12.5%
0.4%
‐47.0%
‐27.2%
Winsor Hoang
WIHFG.H
14.4%
5.4%
0.2%
‐0.5%
7.4%
14.3%
47.6%
Winsor Hoang WIHFG.A
10.0%
9.3%
‐4.5%
‐4.1%
5.8%
28.4%
49.6%
Yeghishe Kerobyan
YEKSC.A
37.7%
7.3%
17.6%
66.0%
12.6%
5.5%
242.6%
4.0%
11.5%
5.4%
6.4%
‐0.1%
1.6%
35.8%
Average
December
Jan 2011
February
March
April
May
Cumulative
Chart based on actual monthly Trade Leader results from December 1, 2010 through May 31, 2011 for the 17 Trade Leader accounts in the program on June 2. Trade Leader past performance is not necessarily indicative of future
results. Investor returns may vary materially from Trade Leader returns based on slippage, fees, broker spreads, volatility or other market conditions. If you place additional trades in your account or you modify or cancel an order
generated by your program you may achieve a materially different result than the Trade Leader(s) that you follow. Your trading program will follow the same leverage of each Trade Leader whose signals you have incorporated into your
program; and that leverage can vary by Trade Leader and by trade. By increasing or decreasing the amount of capital you allocate to follow the signals of a particular Trade Leader, you may achieve materially different profits or losses than
the Trade©Leader
you may be increasing
or decreasingisthemember
risk of your#0403251
program.
2011and
Currensee,
Inc. | Currensee
of the National Futures Association (NFA)
15
テクノロジー
Trader
Leaders
Trader Leaders
ブローカー
投資家の
ブローカー
投資家
Currensee Intelligent Trade Replication™
ベース通貨
コンバーター
トレード
スケーリング
エンジン
ピップ
スリップ＆
リトライ
プロセス
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
仮想
マージンコール
コントローラー
16
はじめ方
1
プログラムに登録する
www.currensee.com/で登録する
2
口座を開設して入金する
参加ブローカーに最低＄5,000を入金する
3
Trade Leadersを選択する
The trade leaderboard とプロフィールを分析して、
ポートフォリオを構築する
4
投資資金を配分する
各Trade Leader に最低投資額以上の資金を配
分する
5
投資パフォーマンスをチェックする
パフォーマンスをチェックし、必要に応じてTrade
Leadersと資金配分を変更し、ポートフォリオを
調整する
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
ご利用料金
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
18
The Trade Leader program -新しい投資の世界-
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
19
The Trade Leader program -新しい投資の世界- 2.0
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
20
ツール
正しいツールを選びましょう
21
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
Trade Leaders deliver real results
Notes:
1. Trade Leader returns are based on the average performance of Currensee Trade Leaders. Investor returns may vary materially from Trade Leader returns based
on slippage, fees, broker spreads, volatility or other market conditions. If you place additional trades in your account or you modify or cancel an order generated by
your program you may achieve a materially different result than the Trade Leader(s) that you follow. Your trading program will follow the same leverage of each Trade
Leader whose signals you have incorporated into your program; and that leverage can vary by Trade Leader and by trade. By increasing or decreasing the amount of
capital you allocate to follow the signals of a particular Trade Leader, you may achieve materially different profits or losses than the Trade Leader and you may be
increasing or decreasing the risk of your program.
2. Three month returns are cumulative returns from March 1, 2011 through May 31, 2011 for the 17 Trade Leaders in the program on June 2, 2011.
3. Six month returns are cumulative returns from December 1, 2010 through May 31, 2011 for the 17 Trade Leaders in the program on June 2, 2011 who had
sufficient performance history.
4. Barclay CTA Index is the BarclayHedge.com index of 500+ Commodity Trading Advisors (CTAs).
5. Gold returns are based on the results of SPDR ETF GLD.
6. S&P 500 returns are based on the results of SPDR ETF SPY.
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
22
Trade Leader パフォーマンス
Trade Leader
Ticker
Avi Kahana
AVKIL.C
‐0.8%
0.8%
1.4%
‐0.2%
‐1.0%
0.6%
0.8%
Bradley Smith
BRSFI.G
20.6%
2.5%
1.1%
2.0%
‐5.1%
‐5.8%
14.0%
DJ McCrosky
DJMRS.A
‐24.2%
‐1.2%
11.9%
4.3%
‐1.4%
‐0.8%
‐14.5%
Gabor Trading
GAFFL.B
6.8%
15.5%
7.1%
‐8.7%
6.9%
‐1.4%
27.1%
Gabor Trading
GAFLL.C
2.0%
20.1%
‐3.5%
1.7%
4.9%
6.6%
34.4%
Janus Trading JASMI.A
0.9%
3.3%
1.6%
‐1.5%
‐2.6%
3.7%
5.4%
Janus Trading JASMI.I
‐0.2%
5.1%
‐1.9%
2.5%
‐5.2%
4.2%
4.2%
Jens Daniel
JEDUF.A
‐10.6%
9.5%
19.2%
9.7%
‐23.9%
‐8.8%
‐11.2%
Joiny Jiang
JOJAR.C
3.2%
8.6%
5.3%
0.6%
5.5%
2.5%
28.4%
LW Trading
LIWWK.A
0.5%
31.0%
19.8%
‐8.1%
10.5%
16.9%
87.2%
MH Trading
MIXWQ.A
1.8%
3.9%
‐1.2%
1.7%
2.3%
2.6%
11.5%
Robert Ivanov
ROICU.A
‐4.3%
19.1%
‐1.1%
19.3%
‐18.6%
7.0%
17.1%
Trader Tradingsystema ANBZN.A
8.5%
45.3%
9.9%
11.8%
‐0.2%
‐0.5%
92.3%
Udyat Project
ERCYY.B
1.9%
9.5%
9.0%
12.5%
0.4%
‐47.0%
‐27.2%
Winsor Hoang
WIHFG.H
14.4%
5.4%
0.2%
‐0.5%
7.4%
14.3%
47.6%
Winsor Hoang WIHFG.A
10.0%
9.3%
‐4.5%
‐4.1%
5.8%
28.4%
49.6%
Yeghishe Kerobyan
YEKSC.A
37.7%
7.3%
17.6%
66.0%
12.6%
5.5%
242.6%
4.0%
11.5%
5.4%
6.4%
‐0.1%
1.6%
35.8%
Average
December
Jan 2011
February
March
April
May
Cumulative
Chart based on actual monthly Trade Leader results from December 1, 2010 through May 31, 2011 for the 17 Trade Leader accounts in the program on June 2. Trade Leader past performance is not necessarily indicative of future
results. Investor returns may vary materially from Trade Leader returns based on slippage, fees, broker spreads, volatility or other market conditions. If you place additional trades in your account or you modify or cancel an order
generated by your program you may achieve a materially different result than the Trade Leader(s) that you follow. Your trading program will follow the same leverage of each Trade Leader whose signals you have incorporated into your
program; and that leverage can vary by Trade Leader and by trade. By increasing or decreasing the amount of capital you allocate to follow the signals of a particular Trade Leader, you may achieve materially different profits or losses than
the Trade©Leader
you may be increasing
or decreasingisthemember
risk of your#0403251
program.
2011and
Currensee,
Inc. | Currensee
of the National Futures Association (NFA)
23
Trade Leaders™
Investment Program
Product Update
The smart way to invest in Forex
TLIP Product Update:
ベース通貨
•
•
•
•
•
•
USD
EUR
GBP
CAD
CHF
AUD
25
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
TLIP Product Update: ご利用料金
ご利用手数料
ご説明
2% サービス費
口座残高の平均額に対して、（管理費）
（年率２％）が毎月かかります
（約0.167％／月）
20% 成功報酬
• Trade Leaderに配分した資金額に基づ
きます
• 月末時、（年初来？）ハイウォーター
マークに基づきます
• もしポートフォリオ全体が損失を出して
いたら、たとえ個別のTrade Leadersが
利益を生んでいても、成功報酬をチャー
ジされる事はありません
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
TLIP の競合（１）: Zulu
• Performance: TLIP 35% cum performance over past six months
• Transparency: Trade Leaders are real traders, resl results, and real performance
• No hidden fees: No monthly subscription fee, no fractional pips, no widening of spread
• Control: Can change start/stop participation, modify investment amount, or change allocation at any time
27
• Easy to get started: On line registration
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
TLIPの競合（２）: Tradency
• Performance: TLIP 35% cum performance over past six months
• Transparency: Trade Leaders are real traders, resl results, and real performance
28
• No hidden fees: No monthly subscription fee, no fractional pips, no widening of spread
© 2011 Currensee, Inc.
| CurrenseeCan
is member
#0403251
of the National
Futures Association
(NFA)
• Control:
change
start/stop
participation,
modify investment
amount, or change allocation at any time
E
t
t t t d O li
i t ti
TLIP の競合（３）: Collective II
• Performance: TLIP 35% cum performance over past six months
• Transparency: Trade Leaders are real traders, resl results, and real performance
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
• No hidden fees: No monthly subscription fee no fractional pips no widening of spread
29
サマリー
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
Trade Leadersを見つけましょう
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
ポートフォリオ パフォーマンス
• Trade Leaderに資金を配分する
• リアルタイムパフォーマンスを確認する
• リスクマネジメントコントロール：各Trade Leader に配分した資金の２０％（３０％？）以上
を失うとトレードを自動停止します
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)
ポートフォリオ パフォーマンス
• ポートフォリオ全体とTrade Leaders個別のパフォーマンスを確認できます
• P&L、トレードした時間、スリッページ、利益などのトレード詳細を確認できます
• 取引データをExcelに出力できます
© 2011 Currensee, Inc. | Currensee is member #0403251 of the National Futures Association (NFA)