Disclaimer

Congress Consensus is an independent financial research publication.

The information published on this website, in newsletters, emails, social media posts and other Congress Consensus communications is provided for general informational and research purposes only.

No personalized investment advice

Nothing published by Congress Consensus constitutes personalized investment, financial, legal, accounting or tax advice.

Congress Consensus does not assess any reader's financial situation, investment objectives, investment horizon, experience, risk tolerance or tax circumstances.

Readers are solely responsible for their own investment decisions.

Model portfolio

The Congress Consensus portfolio is a hypothetical model portfolio.

It does not represent a brokerage account, investment fund, managed account or portfolio managed on behalf of subscribers.

Congress Consensus does not hold client assets and does not execute securities transactions for readers.

The terms MODEL BUY, MODEL HOLD and MODEL SELL describe changes made by the Congress Consensus model portfolio only.

They should not be interpreted as instructions to buy, hold or sell a security.

Congressional disclosure data

Congress Consensus analyzes publicly disclosed U.S. congressional securities transactions.

Such disclosures are reported by third parties and may be delayed, incomplete, amended, corrected or contain errors.

Congress Consensus makes reasonable efforts to process publicly available information accurately but does not guarantee the completeness, accuracy or timeliness of source data.

Market data

Prices, benchmark data and other market information may originate from third-party data providers.

Such information may be delayed, adjusted or corrected after publication.

Performance information

Historical backtests are hypothetical and are presented separately from live model performance.

Backtested results benefit from hindsight and do not represent actual trading results.

Live model performance begins from the publicly launched model portfolio and is not retrospectively backfilled.

Unless otherwise stated, model performance may exclude factors such as brokerage commissions, bid-ask spreads, slippage, taxes and investor-specific costs.

Past performance, simulated performance and model results do not guarantee future results.

Investment risk

Investing in securities involves risk, including the possible loss of some or all invested capital.

Individual securities may experience significant volatility.

Readers should conduct their own research and, where appropriate, consult an authorized professional before making investment decisions.

No guarantee

Congress Consensus does not guarantee any particular investment result, return or level of performance.

Use of Congress Consensus content is entirely at the reader's own risk.