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Risk Disclosure for Portfolio Matrix LLC

Effective Date: 01/01/2024

PLEASE READ THIS RISK DISCLOSURE CAREFULLY. BY USING THE SERVICES OR CONTENT PROVIDED BY PORTFOLIO MATRIX LLC (“Portfolio Matrix”), YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND ACCEPTED THE RISKS DESCRIBED BELOW.

1. General Risk of Investment and Trading

Investing in the securities markets involves risk. The value of securities, including stocks, ETFs, mutual funds, options, and other financial instruments, may fluctuate and can result in a loss of part or all of your investment. Past performance is not indicative of future results, and there is no guarantee that any strategy, model, formula, or investment approach will be successful or profitable.

2. No Guarantees or Certainties

Portfolio Matrix provides educational content, analytical tools, and financial calculations based on historical market data and generally accepted financial principles. However, all such outputs are hypothetical, speculative, and should not be interpreted as guarantees of outcome or investment returns. No formula or model can accurately predict future market movements or financial success.

3. Personal Risk Tolerance

Each individual has a different risk tolerance, financial situation, and investment goal. Portfolio Matrix does not account for your personal circumstances and does not provide individualized financial, legal, or tax advice. You are solely responsible for evaluating whether any investment, strategy, or tool is appropriate for your personal situation. Portfolio Matrix encourages all users to consult with a licensed financial advisor, tax professional, or legal advisor before making any investment decisions.

4. Market Risks

Financial markets are subject to numerous unpredictable forces, including economic events, interest rate changes, political developments, global conflicts, pandemics, technological changes, and other macroeconomic factors. These events may impact the performance of your investments in ways that cannot be foreseen or mitigated by any financial model or risk management strategy.

5. Use of Tools and Simulations

Any tools, visualizations, simulations, or calculators provided by Portfolio Matrix are for educational purposes only. They are based on historical inputs and assumptions that may not reflect actual market conditions or your unique investment profile. Portfolio Matrix does not guarantee the accuracy, timeliness, or completeness of the data or results generated by these tools.

6. Limitation of Liability

Portfolio Matrix LLC, its affiliates, employees, or contractors shall not be held liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your use of, reliance upon, or inability to use any content, tools, or services provided, including but not limited to financial loss, trading losses, opportunity loss, or emotional distress.

Final Acknowledgement

By continuing to use the Portfolio Matrix platform, you acknowledge and accept that investing in financial markets carries risk and that you assume full responsibility for any and all decisions and outcomes resulting from your use of the information and tools provided by Portfolio Matrix.

Disclaimer: Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results, and hypothetical or backtested performance does not represent actual trading outcomes.

All tools, charts, calculators, and simulations provided by Portfolio Matrix LLC are for educational and informational purposes only. Outputs such as Buy/Sell/Hold values are based on user inputs to achieve mathematically calculated target weightings. All statistical information for weighted performance is based on aggregated historical data and are purely illustrative. They do not consider transaction costs, tax implications, market impact, user suitability, or timing of execution. These values are impersonal and not tailored to the individual investment needs or risk tolerance of any user.

Most importantly - Any calculated Buy/Sell/Hold values should not be considered investment advice or recommendations.

Portfolio Matrix LLC is not a registered investment adviser and does not offer personalized financial, legal, tax, or investment advice. Users are encouraged to consult with a qualified, licensed financial professional before making any investment decisions.

IT IS POSSIBLE TO GENERATE RESULTS THAT ARE NOT SUITABLE OR APPROPRIATE UNDER ANY CIRCUMSTANCES AND CARRY EXTREME RISK OF LOSS.

You remain solely responsible for all decisions regarding your purchase and sale of securities, the suitability, profitability, or appropriateness for you of any security, investment, financial product, investment strategy, or other matter, and all other matters related to your investments and investment strategies.

For complete details, please review our full legal agreements:

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