Asset Allocation & Research
Note: Please be aware that hypothetical or simulated performance results have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Past performance cannot be relied on as a guide to future performance.
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All such information and opinions are subject to change without notice, and neither Asset Allocation & Research LLC nor any of its related companies or affiliates is under any obligation to update or keep current the information contained in the Asset Allocation & Research LLC model portfolio or in any other medium. Any projections and opinions expressed herein are expressed solely as general market commentary and do not constitute investment advice or guaranteed return. Any simulated performance data and/or past performance data contained herein is not a reliable indicator of future performance. The Asset Allocation & Research LLC model portfolio should not be regarded by recipients as a substitute for the exercise of their own judgment as the Asset Allocation & Research LLC model portfolio has no regard to the specific investment objectives, financial situation or particular needs of any specific recipient. The information and opinions have been compiled or arrived at based on information obtained from sources believed to be reliable and in good faith. All statements of opinion and all projections, forecasts, or statements relating to expectations regarding future events or the possible future performance of investments represent Asset Allocation & Research LLC’s own assessment and interpretation of information available to them currently. The securities described in the Asset Allocation & Research LLC model portfolios may not be eligible for sale in all jurisdictions or to certain categories of investors. Options, derivative products and futures are not suitable for all investors and trading in these instruments is considered risky. Past performance is not necessarily indicative of future results. The value of investments may fall as well as rise and the investor may not get back the amount initially invested. Foreign-currency-denominated securities are subject to fluctuations in exchange rates that could have an adverse effect on the value or the price of, or income derived from, the investment. Other risk factors affecting the price, value or income of an investment include but are not necessarily limited to political risks, economic risks, credit risks, and market risks. The analysis/research herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. Nothing in this document constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. 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