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TERMS AND CONDITIONS

Weiss Research is an economic research firm, which publishes investment newsletters. Its affiliate, Weiss Ratings is a ratings agency, which publishes letter grades on (a) the financial strength of financial institutions as well as (b) the relative safety and investment potential of stocks.

Both Weiss Research and Weiss Ratings (collectively “we” or “Weiss”) are information publishers (not investment advisors or registered securities broker/ dealers), and when individuals or organizations receive or use that information, whether with our without payment, they are subscribers (“Subscriber” or “you”).

The information we publish is based on our opinions plus statistical and financial data and independent research. Although we make every effort to provide the most accurate and updated information possible, our information cannot take into consideration your personal finances and goals, and therefore is not intended to be used as recommendations that are tailored to your individual circumstances.

The views expressed in Weiss publications are the authors’ own opinions. Thus, our various publications by different authors may occasionally contain different opinions with regard to the same or similar securities.

Active trading in securities (including, without limitation, stocks, options, warrants, exchange-traded funds, mutual funds, precious metals, commodities and bonds) can sometimes be speculative and involves risk of loss and volatility. Although we make every effort to provide guidance with the aim of protecting your principal, you can lose money. Therefore our information is generally not for all of your funds. If your goal for a certain portion of your funds is strictly capital preservation with virtually no chance of loss, we believe you should save those funds in conservative investments such as short-term US Treasury securities or equivalent. For more on prudent investing, see also the information available at the websites of the Securities and Exchange Commission at www.sec.gov and the Financial Industry Regulatory Authority at www.FINRA.org. Any money you allocate to speculative investments should be strictly the money you can afford to risk without jeopardizing your daily life, and without negatively impacting your plans for education, retirement, or long-term care.

The information we publish is derived from primary and secondary sources, including the U.S. government agencies, stock exchanges, as well as the financial institutions or publicly traded companies we cover. We believe our data sources are accurate, but we do not verify their accuracy independently. Therefore, we cannot guarantee that the information is always accurate or complete. Nor do we guarantee the success of any investment decision you may make, using our data, information, or recommendations.

For this service, Jon Markman and his associates developed the Tech Trend Trader Model (“the Model”); they tested it with historical data from May, 2000 through December, 2014; and they have used a very similar model to generate real-time buy and sell signals for three years.

The Model combines three disciplines into the marketing timing mix: 1) a view of the broad underlying economy; 2) unique approach to macro and micro views of stock valuation on both an individual security, sector and market capitalization vectors; and 3) unique understandings of price acceleration into and out of “buying panic” and “selling panic” events.

The Model combines economics, fundamentals, valuation and price action in a unique and robust way to determine if investors should be:

1. Long the market using an ETF designed to track the Nasdaq 100 Index, or

2. In cash.

The system then adds a unique layer of understanding of bull and bear cycles on micro and macro levels that helps determine whether a decision to be in the market should be levered 2x, using an ETF designed to deliver twice the daily return of the Nasdaq 100 Index, or should be unleveraged. 

The Model’s total returns since inception are as follows:

Year

Return per year1

Growth starting with $10,0002

May-Dec 2000

58.2%

$15,820

2001

39.9%

$22,130

2002

19.9%

$26,542

2003

77.3%

$47,051

2004

49.7%

$70,426

2005

29.5%

$91,196

2006

22.3%

$111,504

2007

46.9%

$163,802

2008

19.2%

$195,283

2009

91.8%

$374,606

2010

81.5%

$679,844

2011

55.1%

$1,054,180

2012

27.9%

$1,347,774

2013

44.6%

$1,948,612

2014

18.9%

$2,316,345

SUM

682.5%

Avg. Return/year

46.6%

1. Assumes investor withdraws all profits yearly.

2. Assumes investor starts with $10,000 and then reinvests profits once yearly at the beginning of each new year.

All calculations include price appreciation plus dividends before commissions and taxes.

As indicated, the Model’s returns do not take into account fees or brokerage commissions. And simulated performance results also have certain inherent limitations: for example, since trades for the Model were not actually executed, the results may undercompensate for the impact of certain market factors, such as lack of liquidity.

When evaluating a model that was not executed in the market, investors should also be aware that many such models are created with the benefit of hindsight. Although the mathematics and science used for this modeling are designed to avoid the benefit of hindsight, as with all investment programs, past performance is no guarantee of future results, and Weiss Research does not guarantee that individuals following its Tech Trend Trader service, based on the Model, will achieve similar gains or losses. As with any investment, the investment strategy used by the Model is subject to risks (including market and economic conditions) and the possibility of loss is real.

However, since all of the instruments used are actively traded and since deeply discounted brokerage commissions were always available during the period specified above, we believe the Model results are a fair representation of what an investor could have achieved provided he or she promptly acted on all of the signals.

Use of Testimonials

The performance experienced by a subscriber as described in user comments and/or testimonials is not necessarily reflective of what you should expect to experience. Although we accept testimonials in good faith, we do not independently examine the business records or the specific investment results sometimes referred to by users in their testimonials. These results may not be typical, and your performance, if any, will vary depending upon Individual Performance Factors. There is also risk you will not make any money at all or could even lose money.

In the event that users do not provide us with a usable photograph or recordings of themselves, their testimonial text may be illustrated by photographs or recordings of others. However, the text of their testimonials are always reflected accurately, despite occasional editing for clarity or brevity. No one has been paid to share their stories.

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