Justin Ramirez CCO and General Counsel

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Activity overview

Latest activity by Justin Ramirez CCO and General Counsel
  • Justin Ramirez CCO and General Counsel created an article,

    About dub's AI Portfolio Chips

    We've added two AI-powered features to your dub experience. Both appear as small "chips" on a Portfolio Detail Page — the screen you see when you tap into any portfolio on dub.The Portfolio Summary...

  • Justin Ramirez CCO and General Counsel created an article,

    Alpha Score Extended Methodology & Limitations

    OverviewThe Alpha Score is an objective, data-driven metric designed to provide additional context about a portfolio’s historical performance. It measures how a portfolio has performed on a risk-ad...

  • Justin Ramirez CCO and General Counsel created an article,

    dub Advisors In-App Disclaimers

    About dub Advisors, LLCAll portfolios presented in the Premium section of the dub app are managed by dub Advisors, LLC (“dub Advisors”), an SEC-registered investment adviser. dub Advisors offers ac...

  • Justin Ramirez CCO and General Counsel created an article,

    APEX CUSTOMER ACCOUNT AGREEMENT AND ADVISOR AUTHORIZATION

    This Customer Account Agreement (the “Agreement”) sets forth the respective rights and obligations of Apex Clearing Corporation (“Apex”) and the customer identified on the New Account Application (...

  • Justin Ramirez CCO and General Counsel created an article,

    All-In podcast

    Ticker: $ALLINPOD Long description: This discretionary portfolio holds stocks based on investment themes and specific companies highlighted on the popular All-In podcast. Stocks are chosen by the i...

  • Justin Ramirez CCO and General Counsel created an article,

    User Portfolios: Responsibilities and Limitations

    While copy trading can be a convenient way to participate in investment strategies created by others, the ultimate responsibility for your investment decisions remains with you. Authorization for C...

  • Justin Ramirez CCO and General Counsel created an article,

    ELDERLY

    Ticker: ELDERLYThis discretionary portfolio holds stocks related to end-of-life care, medical devices, and senior living services. It includes companies in healthcare services, hospice care, cardio...

  • Justin Ramirez CCO and General Counsel created an article,

    Authorization for Auto-Copying Portfolios

    By electing to auto-copy a portfolio through the dub platform, you authorize dub Financial, LLC (“Broker-Dealer”) to execute securities transactions in your brokerage account strictly in accordance...

  • Justin Ramirez CCO and General Counsel created an article,

    Founder's Access Subscriptions: Complete Guide

    Founder's Access is dub's legacy subscription plan available exclusively to early supporters who joined before the launch of Premium subscriptions. This plan provides unlimited access to all creato...

  • Justin Ramirez CCO and General Counsel created an article,

    Market Holiday Schedule

    Holiday202520262027New Year’s DayWednesday, January 1Thursday, January 1Friday, January 1Martin Luther King, Jr. DayMonday, January 20Monday, January 19Monday, January 18Washington's BirthdayMonday...