General Disclaimer

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as a recommendation or endorsement of any user, portfolio, thematic idea, or ESG factor offered by DASTA Incorporated (DBA “dub”) or its subsidiaries or affiliates. All investments involve risk, including the possible loss of principal. All performance figures presented are gross of fees, excluding any transactional fees from brokerage services or platform fees associated with dub. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing.

The content herein is not warranted as to completeness or accuracy and is subject to change. The information presented, and its importance is an opinion only and should not be relied upon as the only important information available. The information may contain forward looking statements, including assumptions, estimates, projections, opinions, models and hypothetical performance analysis, which are inherently subjective. Changes thereto and/or consideration of different or additional factors could have a material impact on the statements made herein and Dub assumes no liability for the information provided.

The dub app is owned and operated by dub. Advisory services provided by DASTA Investment, LLC (“DASTA Investments”), an SEC-registered investment adviser. Brokerage services provide by DASTA Financial, LLC, and clearing and execution services by APEX Clearing Corporation (“Apex”), both SEC-registered broker-dealers and members of FINRA/SIPC. The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. Additional Information is available upon request.

Portfolios of public figures

Portfolios of public figures are not fully replicable to the actual holdings of a public figure. Holdings and weights are drawn from mandatory reporting requirements, but are delayed, potentially rendering them outdated. Moreover, the publicly disclosed information encompasses solely equities, consequently excluding holdings in bonds, short positions, and other alternative investments from the portfolio's composition. Notably, some holdings might be omitted due to security size and accessibility considerations. For more information about how these portfolios are constructed, please visit dubapp.com

User Portfolios

Users Portfolios created on the Dub app are the result of individual user choices and preferences. It's essential to understand the limitations and responsibilities associated with these portfolios.

No Investment Advice: Users are expressly prohibited from providing investment advice through the dub app. Portfolios created by users do not constitute recommendations for the purchase or sale of any security or portfolio.
User Objectivity: Users create portfolios based on their own individual circumstances, preferences, and investment objectives. The portfolios may not align with the financial goals, risk tolerance, or time horizon of any other user.
Non-Fiduciary Role: By creating portfolios, users are not acting in any capacity as an investment advisor, fiduciary, or registered representative. dub does not endorse or validate the suitability of user-created portfolios for any specific individual.
Educational Purpose: Portfolios on the dub app are for educational and informational purposes only. They serve as a tool for users to explore and understand different investment strategies but should not be considered as personalized investment advice.
Risk of Loss: All investments involve risk, and the past performance of any portfolio, strategy, or security does not guarantee future results. Users should carefully consider their own financial situation and consult with a qualified financial professional before making investment decisions.
Independent Decision-Making: Users are encouraged to conduct their own research, seek independent advice, and carefully evaluate their financial goals before relying on any information provided on the dub app. dub does not assume any responsibility for the suitability, accuracy, or completeness of user-generated content.
General Copy Risk: Since the primary information Users publish is their account activity, User could be trading ahead of you outside of the dub app and get a better price than you are able to achieve. If a User is buying or selling a high enough volume of an issuer, that fact alone could move a security to a less favorable price for you.

Materials generated by third parties

dub did not prepare or generate this material and makes no representation as to its accuracy or completeness. Please note the commentary presented herein reflects the views of its author. It has not been endorsed or approved by, and does not necessarily reflect the views of, dub. dub accepts no liability for losses arising from the use of the material presented. dub may have issued, and may in the future issue, material that is inconsistent with, and reaches different conclusions from, the information presented in this material. dub is under no obligation to ensure that such other materials are brought to the attention of any recipient of this material.

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