Justin Ramirez CCO and Senior Counsel
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Recent activity by Justin Ramirez CCO and Senior Counsel-
DASTA Investments, LLC- Customer Advisory Agreement
DASTA INVESTMENTS LLC CUSTOMER ADVISORY AGREEMENT Last Updated: February 2024 This Customer Agreement (“Advisory Agreement”) is entered into by DASTA Investments LLC (“DASTA Investments” or “DASTA”...
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AI-Driven
Our CHATGPTAI, CLAUDEAI, and GEMINIAI portfolios use AI stock analysis. ChatGPT is a large language model (LLM) developed by OpenAI; Claude is an LLM developed by Anthropic, and Gemini is an LLM de...
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Understanding Management Fees
1. How are management fees calculated? Management fees are calculated based on the market value of the assets you have allocated for copying specific Premium Portfolios. The Management Fee is compu...
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Recurring Investments
Recurring Investments – Frequently Asked Questions (FAQ) 1. How can I set up recurring investments?Setting up recurring investments on dub is a simple process that allows you to automatically inves...
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Why wasn't I able to link my bank account?
To protect your security and comply with financial regulations, dub requires that the information on your bank account match the information on your brokerage account. If you're seeing this message...
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What is a Good Faith Violation?
Examples of Good Faith Violations Typical Stock Trade If you purchase 100 shares of a security on Wednesday for $1,000, you would need to have $1,000 cash in your account to pay for the trade on...
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ALITO
Ticker: ALITO Name: Samuel Alito Tracker Portfolio Thesis: The ALITO portfolio invests in the publicly traded equities held by Samuel Alito. It is primarily based on his annual financial disclosure...
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dub Community Guidelines
dub Community Guidelines dub is a mobile trading application (the “dub app”) open to users in the United States who use it to place trades, build portfolios, and otherwise meet their finan...
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STEEL
Ticker: STEEL Thesis: This portfolio invests in steel companies that we believe are poised to benefit from policies meant to preserve US manufacturing. Domestic manufacturing policy often targets s...
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DASTA Financial, LLC- Brokerage Agreement
DASTA FINANCIAL, LLC BROKERAGE AGREEMENT This Brokerage Agreement is entered into by DASTA Financial, LLC (“DASTA Financial”), a broker-dealer registered with the Securities and Exchange Commission...