Disclaimer

Jenkins Wealth is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Market Guard™ Dynamic and Target Model Portfolios are investment methodologies developed by Jenkins Wealth. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. The content on this site is provided for informational purposes and should not be construed as an offer of investment advice or as a recommendation to buy or sell any security. Market Guard™ is not an automatic stop-loss and there is no guarantee against losses or guarantee against market fluctuations. Past performance does not guarantee future results.

The graph illustrates an example utilizing a technical indicator methodology with a particular security. The graph illustrates the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009, including dividends being reinvested. The red line on the graph portrays a buy and hold approach of SPY. The green line represents utilizing the 200 day SMA technical indicator as a signal of when to hold the position, sell the position and buy back into the position. When signaled to sell, SPY is replaced with SHY, the 1-3 year Treasury Bond ETF, and dividends are reinvested. When signaled to buy, SHY is replaced with SPY. In this graph, when SPY falls below the 200 SMA at month end, the position is moved (sold) to SHY. When SPY is above the 200 Day SMA at month end, the position is moved back (bought) to SPY. Although this follows our core methodology, actual trades may differ, thus resulting in materially different results. Volatility in the index illustrated may be materially different than any actual model or portfolio allocation. In addition, certain market factors may influence decisions regarding changes in the allocation, thus resulting in significant differences in actual performance results. This is for illustration purposes only and does not represent a specific portfolio or individual client. As this example is not indicative of actual models or returns, it does not include any management, custodial or other fees that would be present in an actual model or actual client’s account.

Please refer to our Form ADV Part 2A for further information regarding our investment strategies and their corresponding risks. Jenkins Wealth CRD #153241