Risk disclosure
Understand the risk before you trade
Trading US-listed stocks and options can result in substantial losses. Review the risks, your circumstances, and your broker's requirements before acting on any recommendation.
Effective August 6, 2026
1. No guaranteed result
Every investment and trade involves uncertainty. A defined entry, stop, target, time horizon, or rationale does not guarantee that an order will be filled at a stated level, that a loss will be limited to an expected amount, or that a recommendation will be profitable.
2. Stock risks
Stock prices can rise or fall because of company events, market conditions, economic developments, liquidity, volatility, or other factors. You can lose some or all of the money invested in a stock.
3. Options risks
Options are time-limited contracts whose value is affected by the underlying security, time to expiration, volatility, liquidity, and other factors. An options buyer can lose the entire premium paid. Certain options-writing or leveraged strategies can create losses greater than the amount initially invested.
4. Execution and market risk
Prices may change between publication and execution. Orders may fill partially, at a different price, or not at all. Stops are not guaranteed execution prices. Fast markets, trading halts, wide bid-ask spreads, and low liquidity can increase losses or prevent an intended exit.
5. Account permissions, margin, and costs
Your broker decides whether your account may use a particular options strategy or margin. Borrowing, margin calls, commissions, fees, spreads, taxes, and assignment or exercise can materially change a trade's outcome. Review your brokerage agreements before trading.
6. General recommendations
Methodical Trades recommendations are not personalized to your finances, objectives, experience, tax position, or risk tolerance. Methodical Trades does not hold your assets or execute transactions. You remain responsible for each decision and transaction in your account.
7. Performance information
Past performance does not guarantee future results. When Methodical Trades publishes verified historical performance, it will include its methodology, relevant context, and disclosures. Hypothetical or illustrative examples should not be treated as actual performance.
8. Independent review
Consider consulting appropriately qualified financial, tax, and legal professionals about your circumstances. Before trading options, review the SEC's Introduction to Options. Investor.gov also explains the benefits and risks of stocks.
9. Questions
Questions about this disclosure can be sent to admin@methodicaltrades.com. Product support does not provide personalized trade advice.