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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.
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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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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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