Thematic Portfolios That Own The Future

1. Nature of This Content

The information on this page and throughout this website is provided for informational and educational purposes only. It does not constitute investment advice, a recommendation, an offer to sell, or a solicitation of an offer to buy any security. It does not take into account your individual financial situation, investment objectives, risk tolerance, or tax circumstances. You should not treat any content here as a substitute for individualized advice from a qualified professional.

2. Michael Sikand's Role and Status

Michael Sikand is a Pilot on the Autopilot platform. He is not a registered investment adviser, an investment adviser representative, a broker-dealer, or a registered representative of any broker-dealer. He is not an employee, agent, or representative of Autopilot Advisers, LLC or Autopilot Holdings Corporation, and he does not act on their behalf. His role is limited to constructing and maintaining model portfolios that Autopilot makes available to its clients.

3. Compensation and Conflicts of Interest

Michael Sikand receives compensation from Autopilot in connection with the model portfolios described on this page. That compensation is tied to subscription revenue generated by clients who follow those portfolios, which means he has a direct financial incentive to promote Autopilot and to encourage you to subscribe. This is a material conflict of interest and you should weigh it when evaluating anything stated here.

Sikand Media Inc. also receives compensation from other sponsors and partners across its content. Sponsored content is identified as such where it appears.

4. How the Portfolios Actually Work

Advisory services for the model portfolios are provided by Autopilot Advisers, LLC, an investment adviser registered with the Securities and Exchange Commission. Autopilot Holdings Corporation is not an investment adviser and does not provide investment advice. Registration with the SEC does not imply any particular level of skill or training, and it is not an endorsement by the SEC.

Autopilot retains discretion over how model portfolios are implemented on its platform, including the ability to modify or decline to implement portfolio changes. Autopilot determines the trades that are ultimately executed in client accounts. Michael Sikand does not manage client accounts, does not have custody of client assets, and has no visibility into or control over any individual client's account.

Before investing, review Autopilot Advisers' Form ADV Part 2A and Form CRS, available at joinautopilot.com, for detailed information about services, fees, and conflicts of interest.

5. Personal Positions

Michael Sikand's personal holdings may differ materially from the positions held in any model portfolio shown on this page. He may hold, acquire, or dispose of securities discussed here at any time, and may do so before, after, or contrary to the positioning of a model portfolio. No statement on this page should be read as a representation that he personally holds any particular security.

6. Performance Information

Any performance figures shown are calculated by Autopilot using its own internal calculation methodologies. Sikand Media Inc. does not independently verify, audit, or calculate these figures and makes no representation as to their accuracy or completeness.

Performance figures are shown as of the date indicated and are not updated in real time. Your actual results will differ, potentially significantly, based on when you subscribe, when trades execute in your account, your allocation size, cash balances, your brokerage, and the subscription fees you pay. Performance shown does not reflect the deduction of Autopilot subscription fees or brokerage costs unless expressly stated, and net returns after those costs will be lower.

Model portfolio performance is not a substitute for the performance of an actual account. Thematic and small-capitalization securities of the kind held in these portfolios can be highly volatile and may experience sharp drawdowns.

7. Platform Statistics

Figures describing assets, subscriber counts, retention, or similar metrics are provided by Autopilot as of the date indicated. Sikand Media Inc. does not independently verify these figures. Assets tracking a portfolio reflect the aggregate value of client accounts following it and do not represent assets managed by Michael Sikand or Sikand Media Inc. Retention refers to the percentage of subscribers who remained subscribed over the stated period and is not a measure of investment performance or client satisfaction. These metrics are not indicative of future results and should not be interpreted as an endorsement or as evidence of investment skill.

8. Risk of Loss

Investing in securities involves significant risk, including the risk of loss of principal. You should only invest capital you can afford to lose without impacting your financial stability. Concentrated, thematic strategies carry additional risk relative to broadly diversified portfolios, including sector concentration risk, single-issuer risk, and heightened volatility. There is no assurance that any strategy or security discussed will be profitable or suitable for any particular investor.

9. Forward-Looking Statements

Content on this site includes forward-looking statements about companies, sectors, and markets. These reflect opinions and expectations as of the date published, are subject to change without notice, and are not guarantees of future outcomes. Information is drawn from sources believed to be reliable, but accuracy, completeness, and timeliness are not guaranteed.

10. No Tax or Legal Advice

Neither Michael Sikand nor Sikand Media Inc. provides tax, legal, or accounting advice. Consult your own qualified professionals before making any investment decision.

11. Brokerage Relationships

Autopilot maintains referral arrangements with third-party broker-dealers under which it may receive compensation when a referred client opens and funds an account. These arrangements create conflicts of interest and are disclosed in Autopilot's own disclosures at joinautopilot.com/disclaimer.

12. Limitation of Liability

Sikand Media Inc., Michael Sikand, and their affiliates disclaim liability for any losses or damages arising from actions taken or reliance placed on information provided on this website, to the maximum extent permitted by law.