A copy of EPG’s current written disclosure statement discussing its business operations, services, and fees is available from EPG upon written request. EPG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EPG’s website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy or product made reference to directly or indirectly by EPG in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal past performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable for a client or prospective client. Investment in securities involves risks, including the risk of loss of principal.
Certain portions of EPG’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, EPG’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s).
Investing involves risk of loss including loss of principal. A decision to invest in any investment product should not be made solely in reliance on any of the statements set forth in this document. Prospective investors are advised to make an investment in any such product or other vehicle only after carefully considering the risks. Inclusion of a security within the strategy does not constitute a recommendation to buy, sell or hold such security, nor is it considered to be investment advice. While every effort has been made to ensure accuracy, no warranty is given to the accuracy or completeness of this information and no liability is accepted for errors or omissions in such information.
The results listed on this site are Backtested
Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which are subject to losses. The backtest calculations are based on the same methodology used when the strategy is run live. General assumptions include: EPG would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. For example, the exact purchase or sale price of a security may differ in real time verses the market price at close used for backtesting purposes. Where the results are benchmarked, all the material facts relevant to the comparison are disclosed.
Backtested performance is developed with the benefit of hindsight and has inherent limitations. Since trades have not actually been executed, results may have under- or overcompensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the process. Actual performance may differ significantly from backtested performance. Backtested performance is not an indicator of future actual results. Backtested results are not adjusted to reflect the reinvestment of dividends and other income, are net of fees which would include the effect of transaction costs, management fees, and other expenses.
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