Important Disclosure The performance results presented on IndexEdge.com are model results and do not represent the results of actual trading. Model performance does not reflect the deduction of any commissions, transaction costs, management fees, or other expenses that a client would incur. Actual client results may differ materially. Model portfolio performance may include both back-tested and live model results. Back-tested results are hypothetical and are not the result of actual portfolio management in real time. Hypothetical results have inherent limitations, including the ability to retroactively adjust strategies with the benefit of hindsight. As such, these results may not reflect the impact that material economic and market factors might have had on decision-making if the strategy had been managed during the periods presented. Model portfolios displayed on IndexEdge.com are concentrated and may experience higher volatility and greater risk of loss than more diversified portfolios. The performance of individual positions may have a substantial impact on portfolio results. The “optimal” portfolio sizes and rebalancing periods presented are determined after the fact using historical data that was not available at the time of inception. These optimal scenarios are provided for research purposes only and could not have been implemented as shown in practice. All model portfolio and benchmark returns presented exclude the reinvestment of dividends. Benchmarks such as the S&P 500 and Nasdaq 100 are shown for comparison purposes only. The indices are unmanaged, do not reflect the payment of any fees or expenses, and cannot be directly invested in. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Future returns may differ significantly from historical or hypothetical returns. No representation is being made that any investor will or is likely to achieve results similar to those shown. IndexEdge.com is owned and operated by Compound Research LLC and provides model portfolios, screening tools, and stock analysis that are not tailored to the investment needs of any specific individual. All information is for general informational purposes only and should not be construed as a solicitation to buy or sell any security or as personalized investment advice.