1 . Publisher Information & Regulatory Status
Portfolio Activity,(“Portfolio Activity,” “we,” “our,” or “us”) is a publisher of investment commentary and educational materials. We are not registered as an investment adviser, broker‑dealer, or commodity trading advisor with the U.S. Securities and Exchange Commission (SEC), any state securities regulator, FINRA, or the CFTC. We rely on the “publisher’s exemption” established in Lowe v. SEC (1985).
2 . Nature of Content & No Personalized Advice
All reports, articles, emails, podcasts, model portfolios, videos, and social‑media posts we distribute are impersonal. They do not take into account your specific financial situation, objectives, risk tolerance, tax status, or time horizon.
- No individual recommendations. Nothing in our publications should be construed as advice to buy, sell, or hold any security or to follow any specific strategy.
- Independent due diligence required. Always consult a licensed financial‑planning professional and review primary sources (prospectuses, 10‑Ks, 10‑Qs, audited statements, etc.) before acting.
3 . Investment Risk & No Guarantees
All investing involves risk, including the possible loss of principal. Past performance is never a guarantee of future results. We make no express or implied warranty regarding accuracy, completeness, or future performance, and our opinions may change without notice.
4 . Forward‑Looking Statements
Our publications may contain forward‑looking statements (e.g., projections, targets, or opinions about future events). These involve known and unknown risks and uncertainties and should not be relied on as the primary basis for any investment decision.
5 . Sources & Verification
Information is obtained from sources we believe reliable; however, we do not independently verify every item. Data, estimates, and opinions can be inaccurate or incomplete. We assume no liability for errors, omissions, or losses arising from reliance on our content.
6 . Conflicts of Interest
Authors, editors, employees, or affiliates of Portfolio Activity may hold positions—long or short—in securities or assets mentioned. These positions are for the individual’s own account and are not coordinated with our editorial schedule. Readers should assume potential conflicts exist.
7 . Compensation & Affiliate Relationships
Portfolio Activity may receive:
- Subscription fees from readers;
- Advertising or sponsorship payments from third parties;
- Affiliate commissions for products or services mentioned.
If we ever receive direct compensation from an issuer to cover a security, we will disclose it prominently in accordance with Section 17(b) of the Securities Act of 1933.
8 . Tax & Legal Disclaimer
We do not provide tax, accounting, or legal advice. Consult qualified professionals regarding the tax and legal implications of any investment.
9 . Third‑Party Links & Digital Distribution
Our publications may link to external websites or platforms. We do not control or endorse third‑party content and are not responsible for its accuracy, legality, or availability. Use external links at your own risk.
10 . Intellectual Property & Reproduction
All text, graphics, and other content are © 2025 Portfolio Activity. No part may be reproduced, distributed, or transmitted in any form without our prior written consent, except brief quotations with attribution.
11 . Limitation of Liability
To the fullest extent permitted by law, Portfolio Activity, its owners, employees, affiliates, and contributors disclaim any and all liability for direct, indirect, incidental, consequential, or punitive damages arising from the use of—or reliance upon—our publications.