Performance

The performance of our portfolios is verified by an independent third party. Please contact us for the latest results.

Disclaimers

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND FUTURE RESULTS OF THE PORTFOLIOS DISCUSSED HEREIN ARE LIKELY TO DIFFER FROM THEIR PAST PERFORMANCE. FURTHERMORE, PAST RETURNS REFLECT THE PERFORMANCE OF PORTFOLIOS FOR A FINITE TIME, DURING A PERIOD OF EXTREME MARKET ACTIVITY. ALL PORTFOLIOS INVOLVE RISK AND MAY LOSE MONEY.

COMPARISONS TO INDICES ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY. AN INDEX IS A BROADLY DIVERSIFIED, UNMANAGED INDEX OF EQUITY SECURITIES, WHICH MAY INCLUDE ONLY LARGE CAPITALIZATION COMPANIES OR COMPANIES OF A CERTAIN SIZE, WHILE THE TARPON AND GECKO FOLIOS IN PARTICULAR ARE NOT AS DIVERSIFIED AND OFTEN INCLUDE COMPANIES OF MANY DIFFERENT SIZES. BROAD INDICES ARE SHOWN ONLY AS AN INDICATION OF THE GENERAL PERFORMANCE OF THE EQUITY MARKETS DURING THE PERIODS INDICATED.

The performance of our portfolios to date may be highly unusual, and there are no guarantees of future performance. Because the portfolios contain a limited number of stocks and bonds, their returns will be more volatile than a portfolio investing in a higher number of securities. The benchmark index for both domestic portfolios is the S&P 500 Index with dividends included. International portfolios are indexed to other benchmarks as described in each letter. The performance of these Indices does not reflect fees, and weighting and/or selection of the securities in the Index differs significantly from our portfolios. All dividends, distributions and capital gains are reinvested. Nothing discussed anywhere on this website should be viewed as individual investment advice.

It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all of Islamorada Investment Management’s customers experienced such returns. The information shown is historic and should not be taken as any indication of future performance.

The returns shown for the Tarpon, Gecko, Frigate, Treasure Harbor and Yellowtail Folios, unless otherwise noted, are net of all fees, commissions and expenses, and include the reinvestment of dividends and interest.

Nothing on this site should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer by Islamorada Investment Management or its employees to provide advisory services.

Investment management services are offered only pursuant to a written Investment Advisory Contract, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. Part II of Islamorada Investment Management’s Uniform Application for Investment Adviser Registration on Form ADV is available at: http://www.islainvest.com/pdf/ADV_Form_Web.pdf.