Justin Ramirez CCO and General Counsel
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Articles
Recent activity by Justin Ramirez CCO and General Counsel-
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...
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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...
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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...
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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 (...
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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...
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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...
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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...
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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...
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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...
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Cramer Portfolios
Portfolio Thesis: Jim Cramer, host of CNBC's "Mad Money," is one of the most influential voices in retail investing. With decades of hedge fund experience and extensive industry connections, Cramer...