Terms & Disclosures
Effective September 27, 2026
Personal research
CutCap shares my research, opinions, and personal trading experience for general information. Views expressed here are my own and do not represent my employer. The content does not take account of your circumstances, objectives, or financial needs and is not personalized investment advice or an offer to manage money. Reading the site or contacting me does not create an advisory relationship.
Positions and conflicts
I may hold, buy, or sell investments discussed here. My financial interests may affect my views. Positions and opinions can change, and posts may not be updated to reflect every change. Dates shown on research and notes provide the context for those observations.
Performance
Performance figures reflect personal account information as of the dates shown and have not been independently audited. Benchmark comparisons provide context. Their calculation methods and observation dates may differ from those used for portfolio performance.
Research results and charts
Research covers selected investments and trades. It does not include the complete trading record. Where realized gains are shown as a percentage of a portfolio snapshot, the calculation uses the available partial snapshot and excludes unrealized gains and losses. Unrealized figures use the stated market price date and the same partial portfolio snapshot. These figures should be read separately from overall portfolio returns. Realized gains are reconstructed by matching sales to the oldest available purchases within each account. Charts show market prices and trade execution prices.
Risk and accuracy
Investments can lose value, including the full amount invested. Past results do not guarantee future results. Research may contain errors or become outdated. Consider the evidence, risks, and your own circumstances before making decisions.
Use of the content
Unless otherwise identified, original writing and site materials belong to CutCap. You may link to the site and quote brief excerpts with attribution. Please request permission before republishing full posts or using the content commercially.
Contact and updates
For questions or corrections, email hi@cutcap.com. Updates to these terms and disclosures will appear here with a revised effective date.