Legal
Risk disclosure
Investing involves risk. The value of investments can rise and fall, returns are not guaranteed, and past performance does not reliably predict future performance. Investors can lose some — or all — of the capital they invest.
01 — Investment risk
Financial markets can be volatile, and investments can decline substantially in value. Higher-growth investments and concentrated portfolios — including the kind of structural growth themes I invest in — can experience significant fluctuations in both directions.
A long-term strategy does not eliminate this. Even portfolios built around a multi-year horizon can go through periods of significant losses and deep drawdowns, and there is no guarantee that any decline will be recovered.
02 — Copy trading risk
Copy trading does not remove investment risk. When you copy a Popular Investor on eToro, your copied allocation rises and falls with the performance of the underlying investments. Copying another investor does not guarantee a profit.
Your actual result can also differ from the Popular Investor's displayed result. Common reasons include when the copy was started and the entry prices at that time, the size of your allocation, positions too small to be copied under platform minimums, deposits or withdrawals during the copy, your copy settings, positions you close manually, and eToro's copy mechanics.
03 — My performance
Any returns, annualised figures, charts, portfolio statistics or other performance information on this website — including the Track Record page — is historical information. It is not a forecast, projection or promise of future returns.
Past performance does not reliably indicate future results. A strong historical return does not mean the same return will occur again, future drawdowns may be larger or smaller than historical drawdowns, and market conditions change.
04 — Information, not personal advice
The content on The Freedom Investor is general information about my investment approach, portfolio, experience and views. It is not personalised investment advice, and it does not take your objectives, financial situation or needs into account.
You remain responsible for deciding whether any investment or copy-trading strategy is appropriate for your own objectives, financial circumstances and risk tolerance — and for seeking professional advice if you need it.
05 — eToro disclosure
eToro AUS Capital Limited ACN 612 791 803 AFSL 491139. Social trading. eToro does not approve or endorse any of the trading accounts customers may choose to copy or follow. Assets held in your name. Capital at risk. See PDS and TMD