CORE MODERATE GROWTH
PORTFOLIO OVERVIEW
PORTFOLIO OVERVIEW
PORTFOLIO RETURN
CURRENT VALUE
TECHNOLOGY 40%
LARGE GROWTH 30%
FINANCIAL 15%
MID-CAP GROWTH 15%
Benchmark | S&P 500
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Dynamic Portfolio Strategies research is intended for educational and informational use by licensed financial professionals only. It is not for general public use. The information provided by the program is not customized or personalized to any particular risk profile or tolerance. The investment strategy presented is an active strategy and may not be suitable for all investors. An individuals’ investment objectives, risk tolerance and financial position should all be considered before implementing any investment strategy. Investments in this program are subject to market risk and buy/sell signals must be interpreted by investment advisory professionals. No investment strategy can guarantee profits or protection from losses as securities are subject to market volatility. The computer models do not provide, imply, or otherwise constitute a guarantee of performance. Any market exposure always entails the possibility of substantial loss of equity. No representation is made that any account will or is likely to achieve profits. Dynamic Portfolio Strategies is not a SEC or state registered investment adviser (RIA) nor is it a financial advisor. Dynamic Portfolio Strategies publishes its own financial research spreadsheets and information on its website. Historical returns are hypothetical and have been compiled using price data provided by exchanges and not from actual accounts. This means the trades are not actual trades and instead are hypothetical trades based on real market prices at the time the recommendation is disseminated. No actual money is invested, nor are any trades executed. Hypothetical performance results have many inherent limitations and are gross of any fees. Dynamic Portfolio Strategies research is protected by all applicable U.S. and international copyright laws.