Investors should consider the investment objectives, risks, and charges and expenses of an ETF or stock carefully before investing. An ETF's prospectus and stock's SEC filing documents contains this and other information, and should be read carefully before investing.
All investments involve risk. Losses may exceed the principal invested. Past performance of a security, market, or financial product does not guarantee future results. Hedgeable, Inc offers no tax or legal advice. Content on the website may be out of date or time-sensitive. Content is subject to change or removal without notice.
No consideration was paid for any testimonials displayed on this website. Your experience may vary, and the testimonials are no guarantee of future performance or success. Hedgeable, Inc. is not liable for any errors, incompleteness, or delays, or for any actions taken in reliance upon information contained herein. By accessing the website, you agree not to redistribute the information found therein.
You alone are responsible for evaluating the benefits and risks associated with the use of our services or products and to decide which securities and strategies better suit your financial situation and goals, risk profile, etc. Any projections regarding the probability of investment outcomes are hypothetical and not guaranteed for accuracy or completeness. They do not reflect actual investment outcomes and are not guarantees of future results.
The information provided on the website does not represent financial planning advice. The suggested portfolios and trades are generic in nature and do not take into account all of your personal financial facts and circumstances. Please consult with a financial planner, accountant, or lawyer on these matters.
Investment results are historical and cannot be projected or predicted. The statistical information included in any part of the site are for illustrative purposes only and should not be considered as a projection of the future results that an investor can expect to achieve by following any investment strategy.
Market Data delayed 15 to 20 minutes unless otherwise indicated.
* Returns are Not Actual, but are Simulated Results - The returns, risk, or growth of this portfolio do not represent the holdings, or performance of actual client accounts, have some intrinsic limitations, and should not be used as the sole basis in forming any investment decisions or strategy. The individual ETFs selected for this portfolio may not be suitable for any given investor. Due to trades in this sample portfolio not representing actual trading, they may not reflect the impact of significant market and economic factors. Because trades are not actually executed, the resulting prices may not reflect the impact, if any, of certain market factors (such as lack of liquidity or float outstanding), certain events (such as significant corporate announcements), and other factors including market impact and opportunity costs.
* Detailed Assumptions for Sample Portfolio Results:
1. This particular allocation may or may not be similar to a portfolio a client would receive when using the Portfolio Builder.
2. Client is assumed to have started Hedgeable on January 1, 2000 with a $10,000 initial investment. Performance may differ depending on the time period that initial investment period begins and amount of funds invested.
3. Trading commissions of $10 are paid on each buy and sell.
4. The closing prices at the end of each trading day are used to calculate the market value, performance of the model, and are assumed to be the price at which trades are executed.
5. No taxes are being considered.
6. In some cases we have substituted index returns when ETF data did not exist. We have used Russell 2000 Index Returns for IWM from January 1, 2000 - May 25, 2000. We have used MSCI EAFE Index Returns for EFA from January 1, 2000 - August 27, 2001. We have used Lehman/Barclays Aggregate Bond Index Returns for AGG from January 1, 2000 - September 29, 2003.
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