Nothing presented herein is, or is intended to constitute, investment advice, nor sales material, and no investment decision should be made based on any information provided herein. Information provided reflects Milton Financial Market Research Institute LLC views as of a particular time. Such views are subject to change at any point and Milton Financial Market Research Institute LLC shall not be obligated to provide notice of any change. Any securities information regarding holdings, allocations and other characteristics are presented to illustrate examples of the types of investments or allocations that Milton Financial Market Research Institute LLC may have bought or pursued as of a particular date. It may not be representative of any current or future investments or allocations and nothing should be construed as a recommendation to purchase or sell a particular security or follow any investment strategy or allocation. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. While Milton Financial Market Research Institute LLC has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability or completeness of third-party information presented herein. No guarantee of investment performance is being provided and no inference to the contrary should be made. There is a risk of loss from an investment in securities. Past performance is not a guarantee of future performance.
The Standard & Poor’s 500 Index (S&P 500) is an index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap equities.
Companies included in the index are selected by the S&P Index Committee, a team of economists at Standard & Poor’s. The S&P 500 is a market value weighted index – each stock’s weight is proportionate to its market value.
In calculating the changing value of this capitalization-weighted index, also called a market value index, stocks with the greatest number of floating shares trading at the highest share prices are weighted more heavily than stocks with lower market value.
This can mean that a relatively few stocks have a major impact on the movement of the index at any point in time. The stocks included in the index, their relative weighting, and the number of stocks from each of the sectors vary from time to time, at S&P’s discretion.
Investing involve risks including the possible loss of principal.
The Institute utilizes an investing style that favours our proprietary algorithms and when out of favour may underperform alternate investing styles. Small and medium-sized companies may be more vulnerable to adverse business or economic events, and thus a greater risk, than stocks of larger companies. The portfolios may invest in foreign securities that can be more volatile and less liquid than domestic securities.
Milton Financial Market Research Institute LLC
Many of the securities contained within this newsletter mentioned are analyzed, recommended and transacted in by the Institute and/or its associated persons for client and personal accounts. All Milton Financial Market Research Institute LLC employees are subject to a Code of Ethics, which prohibits, among other things, insider trading.
Investment recommendations provided herein are subject to change at any time. Those recommendations provided herein are provided for informational purposes only and are not provided as a recommendation to buy or sell any one security. Past and current recommendations that are profitable are not indicative of future results, which may in fact result in a loss.
Performance and characteristics of our Reports are subject to risks and uncertainties. The assets selected for listing and discussion in the Reports were based on proprietary analytical work performed by the Institute, and not based on performance, meaning that they are chosen irrespective of profits or losses. The securities presented do not represent all of the securities bought, sold or recommended.
Milton Stock Newsletter is published monthly, with ad-hoc updates, exclusive research and ongoing support for our subscribers.
When subscribing to a premium Service such as one of our newsletters, you will need to provide us with your name, email address, and billing and shipping addresses, as well as your credit card information. You certify that all information you provide is accurate. You also agree to maintain and update your information as necessary so that it remains accurate and current. In the event that any information you provide is inaccurate or not up-to-date, The Milton Financial Market Research Institute LLC reserves the right to cancel your subscription.
Your Service includes emails from the service, which include market research, and other important analysis. There is no opt out choice available for these emails. Of course, you can always opt-out of our marketing emails.
Trial Terms, Automatic Billing and Cancellation Policy
Some Services may provide a free trial or introductory offer. If such an offer is provided, only one per household or email address is allowed at any given point in time. In addition, there is a limit of one trial per person and per email address in any given six-month period unless otherwise stated in the offer. From time-to-time, we offer membership fee back guarantees that extend beyond 30-days. Please note that any such promotions are available only to first time subscribers. If you previously subscribed to a service, cancelled and subsequently subscribe again, you will receive a pro-rated refund for any cancellations after the first 30 days for your membership.
Upon signing up for your free trial, you will have access to the Service for the promotional trial period. If you cancel prior to the end of the promotional offer period, your credit card will not be charged. If you don’t cancel your subscription within the trial offer period, we will charge the primary credit card you provided during the sign-up process. You agree to pay the applicable subscription fee as set forth on this site.
Your membership will automatically renew for the quarterly, annual or other subscription period you originally signed up for, until you notify us of your decision to terminate your membership. BY PLACING YOUR ORDER, YOU PROVIDE YOUR ELECTRONIC AUTHORIZATION FOR FUTURE CHARGES AGAINST YOUR CREDIT CARD ON FILE UNLESS YOU CANCEL. Accordingly, you agree that your membership fee or subscription will be billed automatically at the beginning of each renewal period at the then-current rate to the credit card you used in your most recent transaction with us. If you provided more than one card, the first card on file will be used.
The Milton Financial Market Research Institute LLC reserves the right to increase a Service’s fees or institute new charges upon reasonable notice. Service fees are due in advance. You may cancel your membership at any time.
From time to time, Milton Financial Market Research Institute LLC offers its premium services through third party vendors. In such cases, the vendor’s refund policy would apply and may differ from our standard policy.
You cannot transfer your subscription to someone else, except through bequeathment or by a court order. In the event a subscription is transferred, it will continue through the end of its term and can be renewed at the then-current price and conditions. For assistance in this situation, please contact [email protected]
We reserve the right to refuse or discontinue the supply of a Service to any user at any time at our sole discretion.
In the event that we terminate a Service, you agree that Milton Financial Market Research Institute LLC may transfer your subscription to another Service of equal or greater value. Of course, you may cancel your membership to the new Service at any time and receive a pro-rated refund.
Unless stated otherwise, membership to any Service is for online and/or electronic access only. Certain promotions may offer features that are issued in physical form. Shipping of any goods or service associated with these promotions is limited to the US/APO. Physical fulfillment of goods or services not specifically mentioned in a promotion is at the sole discretion of Milton Financial Market Research Institute LLC.
All of the Content on our websites and any Service we provide is protected by U.S. and international copyright laws and is the property of Milton Financial Market Research Institute LLC. and/or providers of the content under license. By “Content” we mean any information, mode of expression, or other materials and services found on Milton Financial Market Research Institute LLC. This includes message boards, blogs, ratings, podcasts, chats, software, our writings, graphics, videos, and any and all other features.
You may make one copy of the Content for your personal, non-commercial use, provided that any material copied remains intact and includes the following notice: “Copyright 2019 [or whatever the current year is] Milton Financial Market Research Institute LLC All rights reserved.” Any other copying, distribution, storing, or transmission of any kind, or any commercial use of our Content, is prohibited without Milton Financial Market Research Institute LLC prior written permission. That means you may not sell, auction, transfer or barter your subscription or any individual publication.
You also may not republish, post, transmit or distribute the Content to online bulletin and message boards, blogs, chat rooms, intranets or anywhere else without our consent. You further agree not to create abstracts from or scrape our Content, including our blog posts, for use on another website or service (including our own personal forums and blogs). In short, you may not post our Content anywhere else online. Aside from opening yourself up to liability, distributing our premium Services, and performance data to other sites and forums is unfair to our members who pay good money to receive our Content. So please don’t do it.
Please note that notwithstanding the foregoing, when you post content, you are not somehow surrendering your copyright in your expression, but you are granting us an unlimited license to use it. Specifically, by posting content, you agree that Milton Financial Market Research Institute LLC has an irrevocable, perpetual and worldwide license to use republish, distribute, reproduce, display, communicate to the public, adapt, perform, store, translate, sublicense and promote anything you post on our websites. This includes the rights to syndicate and make derivative works out of your content. If you don’t want us to use or republish your content, then please don’t post it on our websites. We’ll only republish your content in context, and we’ll credit you as author (unless we’re using small quotations). We won’t republish your posts in advertising without your permission. And we promise not to mock you unless it would amuse us.
We also ask that you only upload or include on our Services materials you have the right to use. While we don’t mind if Peter Parker posts photos he’s taken on our platform, we do ask that he not repost images he’s already sold or licensed to The Daily Bugle. If you have a good faith belief that your work has been copied in a way that constitutes copyright infringement, please notify our Copyright Agent.
You agree not to display any of Milton Financial Market Research Institute LLC trademarks or use them in any manner without our express written permission.
Disclaimer of Warranties and Liabilities
Milton Financial Market Research Institute LLC provides a very broad range of information and commentary via its many Services. Consequently, as a result of the diverse opinions of our staff, a Milton Financial Market Research Institute LLC Service may, from time to time, take actions or issue recommendations with regard to specific securities that are different from those taken or issued by another Service we provide.
Additionally, we’re not investment advisors and we cannot provide personalized advice. We can’t know all the relevant facts about you and your individual needs, and we cannot claim or represent that any particular Services are suitable for you. If you want personal advice, then you should seek a registered investment advisor.
Milton Financial Market Research Institute LLC may partner with third parties in order to make buying our service’s recommendations easier for you. We will not, and cannot, trade on your behalf at your brokerage. Only you can decide whether or not a stock is right for you and you agree to be liable for any trades you initiate at your brokerage using tools that we or our partners provide.
Milton Financial Market Research Institute LLC does not warrant the completeness or accuracy of the Content found in our Services or its usefulness for any particular purpose. And although we have the hardest-working, most talented techies in the business, Milton Financial Market Research Institute LLC makes no promises that our content or any of the Services will be delivered to you on an uninterrupted, timely, secure, or error-free basis. In fact, we’re not making any promises or warranties except that we’ll do our best to provide interesting and helpful information, education, and entertainment. Other than that, we reserve the right to be wrong, stupid, or even foolish (with a small “f”).
One of the principal tenets here at Milton Financial Market Research Institute LLC is that the best person to handle your finances is you. By your use of our Services, you’re agreeing that you bear responsibility for your own investment research and investment decisions. You also agree that Milton Financial Market Research Institute LLC, its directors, its employees, and its agents will not be liable for any investment decision made or action taken by you and others based on news, information, opinion, or any other material published through our Services. Milton Financial Market Research Institute LLC relies on various sources of information that we believe to be accurate and reliable. But we can’t and won’t take responsibility for, or make any claims or representations about, the accuracy, completeness, or even the truth of every bit of data, information, and opinion provided through our Services. Remember: All information and content provided on or by Milton Financial Market Research Institute LLC is to be used on an “as is, with all faults, we’re not perfect” basis.
Obligatory Capitalized Disclaimers of Liability
EXCEPT WHERE OTHERWISE INAPPLICABLE OR PROHIBITED BY LAW, THE WEBSITE AND PRODUCTS AND SERVICES CONTAINED AND OFFERED ON THE WEBSITE ARE PROVIDED “AS IS” AND ON AN “AS AVAILABLE” BASIS. NEITHER MILTON FINANCIAL MARKET RESEARCH INSTITUTE LLC NOR ANY OF OUR PARTNERS MAKES ANY WARRANTY THAT THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR OTHER MATERIAL THAT YOU PURCHASE OR OBTAIN FROM THE USE OF OUR SERVICES WILL MEET YOUR EXPECTATIONS OR THAT AND ANY ERRORS WILL BE IMMEDIATELY CORRECTED. NEITHER WE NOR ANY OF OUR PARTNERS MAKES ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, WARRANTIES OF TITLE OR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO OUR WEBSITES, ANY CONTENT, OR ANY OF OUR SERVICES, TOOLS, PRODUCTS, OR PROPERTIES. YOU EXPRESSLY AGREE THAT YOU WILL ASSUME THE ENTIRE RISK AS TO THE QUALITY AND THE PERFORMANCE OF OUR SERVICES AND THE ACCURACY OR COMPLETENESS OF THEIR CONTENT.
SOME STATES DO NOT ALLOW EXCLUSION OF IMPLIED WARRANTIES OR LIMITATION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU. IN SUCH STATES, OUR LIABILITY AND THAT OF OUR THIRD-PARTY CONTENT PROVIDERS WILL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY LAW. THIS DISCLAIMER OF WARRANTIES DOES NOT APPLY IN NEW JERSEY.
Federal or state law may require that we notify you of certain events. You hereby acknowledge and consent that such notices will be effective upon our posting them on our websites or sending them to you via email (another reason to please keep your account settings current). If you do not provide us with accurate information, we cannot be held liable if we fail to notify you.
MILTON FINANCIAL MARKET RESEARCH INSTITUTE LLC reserves the right to change the terms, conditions, and notices under which this Site is offered and Member agrees to accept and be bound by those terms, conditions, and notices that are in effect at the time of use of MILTON FINANCIAL MARKET RESEARCH INSTITUTE LLC.
Your Acceptance of these Terms
By using this Site, you signify your acceptance of this policy and terms of service. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.
This Agreement, your rights and obligations, and all actions contemplated by this agreement shall be governed by the laws of the United States of America and Delaware State, as if the Agreement was a contract wholly entered into and wholly performed within Delaware State.