Not actual results. For educational and illustrative purposes only. Past performance is not indicative of future results. Look below for more information on the illustrations and graphs.
 
Disclaimer:

The performance data shown refers to the performance of a “Risk-Managed” account from December [31], 1999 to December [31], 2016. While the information presented herein is believed to be reliable as of [April 1, 2017], no representation or warranty is made concerning the accuracy of any data presented, and Blueprint Investment Partners LLC (“Blueprint”) has no obligation to update these figures. The performance results are presented net of client withdrawals (if any); however, the data is presented gross of advisory fee withdrawals and other fees or expenses a client may incur in the management of such client’s investment advisory account, as further described in Part 2 of Blueprint’s Form ADV. A client’s return with respect to an investment would be reduced by any fees or expenses a client may incur in the management of its investment advisory account.

The S&P 500 Index and the US Treasury Bonds is an unmanaged index of common stocks that is used as a general measure of stock market performance, and its performance is not reflective of the performance of any specific investment. The Index comparisons are provided for informational purposes only and should not be used as the basis for making an investment decision. Further, the performance of the “Risk-Managed” account and each Index may not be comparable. There may be significant differences between the account and each Index, including, but not limited to, risk profile, liquidity, volatility and asset comparison. The performance shown for each Index reflects no deduction for client withdrawals, fees or expenses. Accordingly, comparisons against the Index may be of limited use. Investments cannot be made directly into an Index.

Historical returns data has been compiled using data provided by a third-party source that calculates the data using price data provided by exchanges and not from actual accounts, and should therefore be considered to be hypothetical. Although the source is deemed to be reliable, no representation or warranty, express or implied, is made as to the accuracy, completeness or correctness of any data presented. All information provided is for informational purposes only and should not be deemed as advice in relation to legal, taxation, or investment matters. The performance results represent account level returns, and are not an estimate of any specific investor’s actual performance, which may be materially different from such performance depending on numerous factors. No representations or warranties whatsoever are made by Blueprint or any other person or entity as to the future profitability of an account or the results of making an investment. Past performance is no guarantee of future results. An investment in an account is subject to a high degree of investment risk, including the possible loss of the entire amount of investment.

Risk-Managed: a 40%/40%/20% composite of Short-Term Trend, Long-Term Trend, and Buy & Hold, respectively, as described in the section “The Formula” on this website.

Buy & Hold: a passive investment strategy in which an investor buys an asset and holds it regardless of fluctuations in the market.

US Treasury Bonds – ICE U.S. 3-7 Year Bond Index