Certain portions of Threadvest’s application (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, various positions and/or recommendations made by Threadvest and/or those of other investment and non-investment professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussions and/or positions may no longer be reflective of current position(s) and/ or recommendation(s). Moreover, no client or prospective client should assume that any such discussion or information presented serves as the receipt of, or a substitute for, personalized advice from Threadvest, or from any other investment professional.
Threadvest’s application provides links to various other websites and platforms (sites). While Threadvest believes this information to be valuable, Threadvest cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.
For the user’s convenience, Threadvest has contracted with an Application Programming Interface (API) partner named TradeIt. In basic terms, an API allows applications to communicate with one another, which in this case allows you to easily connect with your broker-dealer or execution platform through TradeIt.
Prior to connecting to your broker/dealer, the user should read TradeIt’s “Terms” and “Security” links which cover the topics of privacy, connections, execution and other important matters specifically described at trade.it/terms and trade.it/privacy, respectively. Please also note the following prior to connecting with your brokerage account on Threadvest’s website through TradeIt.
Note that both Threadvest and TradeIt are not broker-dealers and have no affiliation with a broker-dealer. All messages or “transmissions” of orders coming from Threadvest’s website using TradeIt’s technology are self-directed by the user to his or her broker-dealer with which he or she must have an account. All orders are accepted, routed and executed by the brokerage firms, and Threadvest nor TradeIt are responsible for the order routing or execution of any transaction. Any confirmations of such transactions will be issued solely by the user’s broker-dealer. Users are solely responsible for any and all orders placed by them, and understand that all orders are unsolicited and based on their own investment decisions. Threadvest, TradeIt and any of its employees, agents, principals, or representatives DO NOT: provide recommendations of any security, transaction, or order; provide investment advice; produce or provide research to any user regarding any security, transaction, or order; handle funds or securities related to securities orders transmitted to the user’s broker-dealer; or effect the clearance or settlement of a user’s trades.”
The ETF Miner provides recommendations about Exchange Traded Funds (heretofore addressed as “ETFs”) based on a set of questions answered by the user, including a proprietary element not viewable to the user. Among other things, the proprietary element covers topics such as performance, replication structure, number of holdings etc, undertaken by Threadvest to streamline the user experience. Users are solely responsible for their own trading decisions, which may be conducted on the trading platform of their choice. Users should conduct further research and/or consult a professional investment adviser that is aware of the user’s circumstances. Before investing in an ETF or any other investment, consider its investment objective, risks, charges and expenses. Read the prospectus, offering circular or, summary prospectus which contains important information you need to know before investing.
The ETF Miner allows you to rank the selected criteria along with our own to find several ETFs that may match the characteristics you seek. The inputs entered are at the sole discretion of the user, and all screens that display possible options are solely for the convenience of the user. All information obtained from the ETF Miner is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Threadvest of any security or investment strategy. Threadvest is not endorsing any particular ETF nor is it indicating that it has evaluated all of the ETFs one can choose. ETF shares are bought and sold at a market price, which may be higher or lower than their NAV, and may not be individually redeemed from the fund or by the issuer. ETFs may cease to exist or change its characteristics based on the ETF issuer’s decision or a change to the strategy the issuer decides to make. Threadvest makes no guarantees that the information provided in the ETF Miner is accurate, complete, or timely, and does not provide any warranties regarding results obtained from using the ETF Miner.
ETFs, Products and related instruments or any other types of instruments or securities mentioned throughout this site are not being offered through Threadvest. You may make particular decisions to invest in concert with, or under the advice of an adviser you choose or a platform that you have chosen to conduct investment activities. Any investment or one as part of a diversified or un-diversified portfolio, may not protect you from losses. An investment in ETFs, structured as a mutual fund, unit investment trust or other structure, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. Risks related to ETFs may come from not being diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, changes to indices or other reasons. The expenses associated with owning an ETF typically include costs for management, administration, custody, auditing, brokerage fees, re-balancing costs and what you pay through trading spreads. ETF bid/ask spreads widen & narrow during the day based on volume, trader/investor decision-making, time of day, underlying credit, news and other factors affecting underlying securities or indices. Before you buy or sell, review how the bid/ask spread has changed over time. Small spreads generally indicate lower costs to trade, however be mindful that a thinly traded ETF could also have a narrow spread at times. You should understand the total cost of investing prior to making an investment decision.
Some “ETFs” create leveraged or inverse portfolios that may use margin to short stocks or other assets (inverse) or use margin and/or derivative instruments to increase leverage. Most of these types of securities or instruments are Exchange Traded Notes (ETNs) and not true ETFs. An ETN is a bond or like position that may trade like a stock, but is typically backed by an issuer. These instruments are frequently referred to as an ETF but are designed to replicate or amplify the return of whatever asset they are tracking. On average, ETNs are more expensive than ETFs and include the credit risk that the issuer will be unable to back the ETN during a period of market stress.
Before investing, know the difference between an ETF, which usually owns the underlying securities, versus other exchange-traded products, which may have different structures and tax reporting requirements. Most ETFs are taxed as capital gains. Some that hold derivatives could require a K-1. Exposure to commodities obtained in an ETF or similar instrument (particularly precious metals), may subject you to the collectible tax rate. You should consult with your tax advisor before making an investment in an ETF that may include the characteristics mentioned in this paragraph or others mentioned throughout Threadvest’s site and specifically with respect to the ETF Miner.
Past performance may not be indicative of the future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Threadvest) made reference to directly or indirectly by Threadvest in its web site, or indirectly via a link to an unaffiliated third party web site will be profitable or equal the corresponding indicated performance level(s). Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the payment of which would have the effect of decreasing historical performance results.
Trademarks and Copyrights
All content, trademarks, services marks, trade names, logos, and icons are proprietary to Threadvest LLC or its affiliates, licensors or agents (including the third party service providers). Other third-party products, trademarks, services marks, trade names, logos, and icons are trademarks or registered trademarks of their respective owners and may not be affiliated with Threadvest LLC. Nothing contained in this site should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any trademark displayed herein without the written permission of Threadvest LLC or such third party that may own the trademarks displayed.
Nothing on this site should be construed as tax advice, a solicitation or offer, or recommendation to buy or sell any particular security or any other instrument. The information provided on the site is not intended to represent in any manner that the circumstances described herein will result in any particular outcome. Before making any investment, consider its investment objective, risks, charges and expenses. Read the prospectus, offering circular or, if available, a summary prospectus containing this information before investing. The material being presented on Threadvest’s site is not intended to provide specific advice or recommendations for any individual or user of our site. To determine what is appropriate in your particular case, you should consult qualified professionals who are aware of your personal finances.
Last updated: 5/13/2019