There are many conventional strategies, applications, and trading instruments at one’s disposal to achieve very good results, and the methodology page describes how (we) operate within system limits and (our) investment process. We are not advocating (our) approach to anyone. Everyone needs to do their due diligence.
Also, the information on the methodology page does not constitute the provision of investment advice. In addition, the information on the methodology page does not convey an offer of any type and is not intended to be, and should not be construed as an offer to sell, or the solicitation of an offer to buy any securities, or other financial products. No assurances can be made that any aims, assumptions, expectations, strategies, and/or goals expressed will be realized. We hold back from promoting any service provider and are transparently featuring two hypothetical brokerage services as examples in every respect.
Importantly, the purchase and sale of derivative instruments, including options and futures contracts, and other derivative transactions involve risks different from those involved with direct investments in securities and also require different skills from the investor in managing said investments. While utilization of options, futures contracts and similar instruments may be advantageous, if the investor is not successful in employing such instruments in managing the investments or in predicting market changes, the performance will be worse than if the investor did not make such investments. It is possible that there will be imperfect correlation, or even no correlation, between price movements of the investments being hedged and the options, futures or other derivative instruments used. It is also possible that the investor may be unable to close out or liquidate the hedges during unusual periods of illiquidity in the options, futures or other markets. In addition, the investor will pay commissions and other costs in connection with such instruments, which may increase and reduce investment performance.
We are not professional tax advisors. The content on the ensuing page is for informational purposes only and not intended to be tax advice. Tax rules can change. Individuals should always consult with a professional tax advisor for details about the tax implications of investment products and their personal taxes.