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DISCLOSURE


The content of this site is strictly for informational purposes.  Past performance is not indicative of future returns and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.  No information on this site is to be construed as a solicitation to buy or sell a security nor the provision of personalized investment advice.  Certain information contained in this site is derived from sources that Porter Investments believes to be reliable.  Performance returns are based upon trading signals from independent investment models and when obtainable, verified by third parties before being purchased by Porter Investments Inc. Information used was also obtained from public and private sources however, Porter Investments does not guarantee the completeness or accuracy thereof.
 
Porter Investments is a registered investment adviser that maintains a principal place of business in the State of Texas. Porter Investments may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Porter Investments or any person associated with Porter Investments has achieved a certain level of skill or training. For additional information about Porter Investments please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Each Strategy is a combination of individual model programs. The models are allocated into specific proportions within a Strategy, seeking a consistent risk and reward profile.  There can be no assurance that any specific return or volatility can be achieved.  While Strategies attempt to diversify using multiple models, this diversification does not ensure a profit and does not protect against losses.  Recent Performance information is presented from actual, representative accounts.  A representative account is an account that has been in the Strategy for no less than two months, had no significant withdrawals or distributions, and has had the maximum fee deducted.  Another representative account will be substituted if the current account fails to meet the criteria. All accounts in the Strategy are traded in a similar fashion, so that the returns shown are representative of most participants during a given time frame for the specific Strategy.
 
The Aggressive Strategy results have been verified by Theta Research LLC, an independent third party, since 12/31/16.  Starting in 12/31/16, actual representative accounts were used in the performance calculations for the Bond, Conservative, Moderate, and Aggressive Strategies. Starting on 6/30/17, actual representative accounts were used in the performance calculations for the Retirement Strategy.  Prior to these dates, specific trades did not occur in an account and as such, should be considered hypothetical.  Statistics for the current allocation are based upon the actual model allocations in use as of 12/31/20, not the specific models or allocations used in actual accounts prior to that date.  In attempting to continually improve any specific Strategy offering, the models or allocations in any Strategy may change at any time without notice, subject to the discretion of Porter Investments.

Some of the performance information presented within this report represents back-tested performance results assuming the investment programs were in effect from January 2007 through the respective initiation dates in the preceding paragraph. Back-tested (hypothetical) performance represents theoretical performance calculated by applying a specific model, or allocation of models, to historical data to show what performance might have been achieved if the strategy had been used.  As such, it should not be interpreted as an indication of any past or future performance and performance results are provided solely for informational purposes and are not to be considered investment advice.  These figures are hypothetical, prepared with the benefit of hindsight, and have inherent limitations as to their use and relevance.  For example, they ignore certain factors such as trade timing, security liquidity, and the fact that economic and market conditions in the future may differ significantly from those in the past.  Back-tested performance results reflect prices that are fully adjusted for dividends and other such distributions.  Statistics provided on the right column are hypothetical and based on actual model allocation in use as of 12/31/20.  All returns presented are net of fees based on a maximum management fee of 2%, which is the highest fee a client could pay.  Actual investment management fees vary by individual client account which impact overall portfolio returns.  These strategies may involve above average portfolio turnover which could negatively impact upon the net after-tax gain experienced by an individual client.  Past performance is no indication or guarantee of future results and there can be no assurance the strategies will achieve results like those depicted herein.

The S&P 500 TR® is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation. The returns include reinvestment of all dividends and capital gains.
   
The Bloomberg Barclays US Corporate High Yield Bond Index measures the USD-denominated, high yield, fixed-rate corporate bond market. Securities are classified as high yield if the middle rating of Moody's, Fitch and S&P is Ba1/BB+/BB+ or below. Bonds from issuers with an emerging markets country of risk, based on Barclays EM country definition, are excluded (Future Ticker: I00012US).
 
Third party trademarks and service marks the property of their respective owners.
 
Any other reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

Some accounts may invest in leveraged and “inverse” mutual funds. These funds may seek to enhance returns using various financial instruments such as swaps, short sales and options. For period beyond one day, the total return of an inverse fund will not be the exact opposite of the total return of the index to which it is benchmarked. Due to the increased risk of leveraged and indexed funds over time, these programs are suitable for investors who can withstand significant volatility and do not foresee the need to liquidate their investment for a minimum of three years. Mutual funds and ETFs used are subject to market volatility and investor shares may be worth more or less than their original cost at time of redemption.