Disclaimer
Last updated: 2026-06-24 · Pending securities-attorney review before public launch.
About TrendArc Invest
TrendArc Invest is a publisher of financial newsletters and editorial commentary on the US equity, options, and ETF markets. We are not a registered investment adviser, broker-dealer, fund manager, or financial planner. We do not provide personalized investment advice, do not manage subscriber accounts, and do not hold subscriber funds.
Portfolio disclosure
The Trend Portfolio and Growth Portfolio published on this site are operated by TrendArc Invest using our own capital in real US brokerage cash accounts. We hold positions in the securities we discuss. All performance shown is from these actual accounts, gross of any applicable taxes.
Subscriber action
Subscribers may choose to mirror our publicly-disclosed trades in their own brokerage accounts. Any such decisions are made independently by the subscriber based on their own financial situation, risk tolerance, and consultation with their own licensed financial, tax, and legal advisors.
Risk disclosure
Investing in equities, options, and ETFs involves substantial risk of loss, including the possible loss of principal. Past performance does not guarantee future results. Options trading is not suitable for all investors. TrendArc Invest's stated portfolio mission ($50,000 to $1,000,000) is an editorial goal, not a guarantee or projection of returns.
Publisher status
TrendArc Invest's content is authored and published under the publisher's exclusion of the Investment Advisers Act of 1940 (Section 202(a)(11)). The author/publisher is a financial publisher; the author is not a registered investment adviser or fund manager and does not manage any subscriber capital. Our content satisfies the three Lowe v. SEC criteria: impersonal (no per-subscriber tailoring), bona fide (genuine editorial commentary), and of general and regular circulation.
Data & methodology
Macro indicators come from public sources (FRED, ISM, ICE BofA, BEA, SEC EDGAR, CNN Fear & Greed, Squeezemetrics). Equity prices come from Alpaca (IEX feed) and Polygon. Crypto prices come from CoinGecko. Index membership comes from the official providers (S&P, Nasdaq, DJI, FTSE Russell). While we trust our data sources, we make no representation as to their accuracy, timeliness, or completeness. Data may be subject to time lags. Site content may be updated, modified, or removed at any time.
Forward-looking statements
Editorial commentary on this site may include forward-looking statements about markets, sectors, or individual securities. These reflect the author's views at the time of publication and are not guarantees or predictions of future performance. Markets are uncertain; any forward-looking view may turn out to be wrong, and the author may change views without notice.
Not for jurisdictions where prohibited
The content on this site is intended for residents of the United States. Subscribers from other jurisdictions are responsible for ensuring that their access to this content complies with the laws of their own jurisdiction.
Contact
Questions about this disclaimer: hello@trendarcinvest.com. We cannot comment on individual financial situations — please consult a licensed advisor.