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.
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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.
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