Smart Diversification® Indices
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The following disclosures are an integral part of the above presentation and should be reviewed in conjunction with the above information.
Luken Investment Analytics, LLC (“LIA”) is registered with the Securities and Exchange Commission (“SEC”) as an Investment Adviser. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. LIA provides non-discretionary subscription advisory services to other registered investment advisers and investment adviser representatives and does not provide advice to underlying clients of those firms and representatives to which it provides subscription services. LIA provides discretionary advisory services to retail clients of LIA.
The indexes are designed by LIA unless otherwise noted. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, legal and/or tax professional before implementing any strategy discussed herein.
Back-tested performance is purely hypothetical, does not reflect actual trading in clients' accounts and may not reflect the effect that material economic and market factors may have had on the adviser’s decision-making had the adviser actually managed client funds during the periods presented.
Actual performance of client portfolios may differ materially due to the timing related to changes in investment strategies, contributions or withdrawals and the actual deployment and investment of a client portfolio, the reinvestment of dividends, the length of time various positions are held, the client’s objectives and restrictions, and fees and expenses incurred by any specific individual portfolio. The hypothetical results do not reflect the fact that individually managed accounts may not be as broadly diversified as the benchmark. The index results do not reflect the results of actual trading but are achieved by means of the retroactive application, certain aspects of which may have been designed with the benefit of hindsight. Hypothetical past performance is no assurance of future results. There is no guarantee that a strategy’s objectives will be realized.
Benchmarks: The index / indexes used by LIA have not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather are disclosed to allow for comparison of the investor’s performance to that of certain well-known and widely recognized indexes. Indexes are typically not available for direct investment, are unmanaged and do not incur fees or expenses.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities in this list or past hypothetical performance.
Not FDIC insured. All investment strategies have the potential for profit or loss.
**All indexes referenced on this site are the property of Luken Investment Analytics, LLC (“LIA”).
LIA has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain only the Luken StraDynamic® Global Index and Luken DyTegic® Global Index (the “Indexes”). The Indexes are not sponsored by S&P Dow Jones Indices LLC or its affiliates or its third party licensors, including Standard & Poor's Financial Services LLC and Dow Jones Trademark Holdings LLC (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Indexes. “Calculated by S&P Dow Jones Indices” and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by LIA. S&P® is a registered trademark of Standard & Poor's Financial Services LLC, and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC.
The strategies based on the Indexes are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices. S&P Dow Jones Indices does not make any representation or warranty, express or implied, to the owners of the strategies or any member of the public regarding the advisability of investing in securities generally or in the strategies particularly or the ability of the Indexes to track general market performance. S&P Dow Jones Indices’ only relationship to LIA with respect to the Indexes is the licensing of the Luken StraDynamic® Global Index and Luken DyTegic® Global Index, certain trademarks, service marks and trade names of S&P Dow Jones Indices, and the provision of the calculation services related to the Indexes. S&P Dow Jones Indices is not responsible for and has not participated in the determination of the prices and amount of the strategies or the timing of the issuance or sale of the strategies or in the determination or calculation of the equation by which the strategies may be converted into cash or other redemption mechanics. S&P Dow Jones Indices has no obligation or liability in connection with the administration, marketing or trading of the strategies. S&P Dow Jones Indices LLC is not an investment adviser. Inclusion of a security within the Indexes is not a recommendation by S&P Dow Jones Indices to buy, sell, or hold such security, nor is it investment advice.
S&P DOW JONES INDICES DOES NOT GUARANTEE THE ADEQUACY, ACCURACY, TIMELINESS AND/OR THE COMPLETENESS OF THE INDEXES OR ANY DATA RELATED THERETO OR ANY COMMUNICATION WITH RESPECT THERETO, INCLUDING, ORAL, WRITTEN, OR ELECTRONIC COMMUNICATIONS. S&P DOW JONES INDICES SHALL NOT BE SUBJECT TO ANY DAMAGES OR LIABILITY FOR ANY ERRORS, OMISSIONS, OR DELAYS THEREIN. S&P DOW JONES INDICES MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS ALL WARRANTIES, OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE OR AS TO RESULTS TO BE OBTAINED BY LUKEN INVESTMENT ANALYTICS, OWNERS OF THE STRATEGIES, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE INDEXES OR WITH RESPECT TO ANY DATA RELATED THERETO. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT WHATSOEVER SHALL S&P DOW JONES INDICES BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF PROFITS, TRADING LOSSES, LOST TIME, OR GOODWILL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE.
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