There are no warranties, expressed or implied, as to the accuracy, completeness of results obtained from any information posted on this site or any site AssetBuilder.com links to. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.
Neither AssetBuilder nor its Information Providers can guarantee the accuracy, completeness, timeliness, or correct sequencing of any of the Information on the Web site, including, but not limited to Information originated by AssetBuilder, or gathered from publicly available sources. There may be delays, omissions, or inaccuracies in the Information.
Neither Assetbuilder nor the information providers shall have any liability, contingent or otherwise for the accuracy, completeness, timeliness, or correct sequencing of the information or for any decision made or action taken by you in reliance upon the information or "Assetbuilder.com," or for interruption of any data, information, or any other aspect of "Assetbuilder.com." The past performance of a mutual fund, stock, or investment strategy cannot guarantee its future performance.
Although we have done our best to present this information fairly, hypothetical performance is still potentially misleading. Hypothetical data does not represent actual performance and should not be interpreted as an indication of actual performance. This data is based on transactions that were not made. Instead, the trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Results do not include the impact of taxes, if any. Past Returns are not indicative of future results.
The AssetBuilder (AB) constructed portfolios – Model Portfolios – have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fund measures. Since this is a Model Portfolio (hypothetical), there can be no assurance that an AB client would have achieved similar rates of return over the time frame. In addition, since the time period in question is a historical one, there can be no assurance that future results achieved by AB clients will in any way resemble those represented by the Model Portfolios.
These materials are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service.
AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.
As mentioned, we’re strong proponents of lazy portfolios. Nevertheless, at AssetBuilder we use these same low-cost “ingredients” in a more calculated, customized way that regularly outperforms even these portfolios, and leaves the work to us.