Not investment advice
Dividend Collective LLC publishes opinion, research, and commentary about publicly traded securities for general informational and educational purposes. Nothing on this site or in our newsletter constitutes investment advice, legal advice, tax advice, or a recommendation to buy, sell, or hold any security. We do not know your personal financial situation, investment objectives, risk tolerance, time horizon, or tax status. You should not act on any information you read here without first consulting a licensed financial professional and conducting your own research.
Not a registered adviser
Dividend Collective LLC is not registered as an investment adviser with the U.S. Securities and Exchange Commission, the Colorado Division of Securities, or any other regulatory authority, and we are not a broker-dealer. We do not provide personalized investment management, and we do not have, take, or accept custody of client funds.
The model portfolio
The "current holdings" displayed on the Portfolio page represent an internal model portfolio used for educational purposes within our newsletter. It is not a managed account, an index, or a fund. It is not available for direct investment. The performance numbers shown are derived from publicly available closing prices and do not include trading costs, taxes, slippage, or other expenses an actual investor would incur.
Past performance is not a guarantee
All performance figures referenced on this site, including twelve-month returns and benchmark comparisons, are historical. Past performance is not indicative of, and does not guarantee, future results. Securities markets are volatile. The value of any investment can go up or down, and you may lose some or all of the money you invest.
Forward-looking statements
Our writing sometimes contains forward-looking statements about companies, industries, or markets. These statements reflect our opinion at the time of writing and are based on assumptions that may turn out to be wrong. They are not predictions or guarantees, and we have no obligation to update them as conditions change.
Conflicts of interest
The members of Dividend Collective may personally own or trade securities discussed in our content. We try to flag material positions when relevant, but you should assume that the people writing about a security may benefit from price movements in that security. Our writing should be read with that conflict in mind.
Third-party data
We use price data and statistics from public sources, including market data providers, SEC filings, and company disclosures. We make a good-faith effort to use accurate and current data, but we do not warrant the accuracy or completeness of any third-party information referenced on this site.
No fiduciary duty
Your use of this site does not create a fiduciary, advisory, attorney-client, accountant-client, or other special relationship with Dividend Collective or its members.
Questions
If anything here is unclear, contact us at abhiram.avula01@dividendcollective.org.