*The information on this website, including any hypothetical performance data, is for informational purposes only and should not be considered as investment advice or a recommendation to buy or sell any security. This website, which facilitates connections between individuals and financial advisors, may present hypothetical investment performance information to illustrate the potential of various investment strategies. This means it is based on back-tested data, model portfolios, or projections of possible future performance. The primary purpose of presenting hypothetical performance is to provide a general framework for understanding how certain investment strategies might have performed under specific historical market conditions or could potentially perform in the future. Before considering any hypothetical performance data, you must be aware of the following significant limitations and risks: Past performance, whether actual or hypothetical, is not a guarantee of future returns. Using closing market price daily data over rolling 1-year periods, each of the 11 Select Sector SPDRs max drawdown from the start of each period was multiplied by the monthly starting weight of the sector in the S&P 500 Index. The drawdown percentages are added together to get the tax credit opportunity for the period. 8,348 data points were analyzed (start dates used 1/1/1990 to 12/31/2021). The economic and market conditions that influenced past performance may not be repeated. There is no assurance that any investment strategy will achieve its objectives or that you will not lose money. The hypothetical performance figures are the result of the application of a specific investment methodology and a set of assumptions. These may include, but are not limited to, assumptions about asset allocation, security selection, reinvestment of dividends and other earnings, and the impact of market and economic factors. A change in any of these assumptions could have a material impact on the presented returns. Hypothetical performance presentations may be shown "gross of fees," meaning they do not reflect the deduction of investment management fees, trading costs, custodial fees, and other expenses that a client would have actually paid. All investments involve risk, including the potential for loss of principal. The hypothetical performance data does not and cannot fully capture the risk associated with any investment strategy. The hypothetical performance shown may not be relevant to your individual financial situation and investment objectives. An investment strategy that may be appropriate for one investor may be entirely unsuitable for another. You are encouraged to work with a qualified financial advisor to determine an investment approach that aligns with your personal circumstances, risk tolerance, and financial goals.
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