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Disclaimer And Disclosures

Limitations

As a model or hypothetical portfolio, the Equity and Mutual Fund Portfolios shown throughout this web site do not represent the trading strategies, holdings or performance of actual accounts. Readers should be aware that model portfolios have some intrinsic limitations and should not be used as the sole basis in forming any given investor's investment decision or strategy.

The past and present performance of the portfolios shown throughout this web site is not an indication of future performance.

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