JARRED BUNCH, LLC
TAMPA, FLORIDA

The returns shown reflect hypothetical back-testing based on model portfolio performance and do not reflect the performance of any individual account. This back-tested performance was derived from the retroactive application of a model developed with the benefit of hindsight. The Factor VI model was created in April 2015. All data performance from 1972-2008 is based on indices and not actual securities performance. It would not have been possible for Jarred Bunch to operate the Factor VI strategy during this time period. The performance from 2008 through the present is based upon tradable ETF data. Model results may not reflect the impact that rational economic and market factors may have on the management of an actual account. Returns for Factor VI strategy data is shown net of the strategy’s operating expenses, including fees of 0.75%. The index returns shown reflect the reinvestment of dividends but do not reflect any management fees, transaction costs or operating expenses which would reduce returns. Indices are unmanaged and an investor cannot directly invest in an index. The historical performance of the strategy may reflect the performance of funds that are no longer included in the strategy. Past performance of the funds and the model portfolio is no guarantee of future results. Potential for profits is accompanied by the possibility of loss. All returns calculations are in US dollars. Why do we invest? It’s not to beat the market, its not to become the richest family in town, nor is it to prove how smart we are. We invest for specific goals like financial independence, retirement, college, or to buy a house. But mostly, we invest in order to be able to live the life we want. That’s the real goal. Our philosophy is that you’ve worked hard to save your money. It should be managed in a way that there is a high likelihood you will succeed over the long-term. For us, broadly diversifying your investments, being careful about taxes and investment costs, and making sure you are protecting your downside as much as possible are to success. This really is at the core of our philosophy. By using carefully constructed portfolios, applying momentum and trend following where appropriate, our goal is not to beat the market per se but to manage downside risk, reduce drawdown and volatility, manage poor investor behaviors which, in all, helps you live the life you want. And, to help you reach your full financial potential. In 1992, Nobel Prize-winning economist Eugene Fama and Ken French created the 3-Factor model to describe stock returns: 1) Company Size, 2) Price-to-Book Ratio, and 3) Market Risk. In 2015, they extended the model to 5, adding Profitability and Investment. We believe momentum, identified by Fama and French as the persistent market anomaly, is the sixth factor. For this reason, we built our momentum strategy using all six factors. Only three ways to build true wealth - own business, real estate, financing deals. Volatility eats your returns - lower volatility, consistent returns (even if lower) will increase your dollar growth, make for a smoother ride, and prevent you from making bad decisions with your money. Poor investor behavior is the surest way to fail. Investing is the only place where people routinely buy when prices go up and sell when prices go down. Create your own safety net, don’t rely on government or corporations to provide it for you. The returns shown reflect hypothetical back-testing based on model portfolio performance and do not reflect the performance of any individual account. This back-tested performance was derived from the retroactive application of a model developed with the benefit of hindsight. The Factor VI model was created in April 2015. All data performance from 1972-2008 is based on indices and not actual securities performance. It would not have been possible for Jarred Bunch to operate the Factor VI strategy during this time period. The performance from 2008 through the present is based upon tradable ETF data. Model results may not reflect the impact that rational economic and market factors may have on the management of an actual account. Returns for Factor VI strategy data is shown net of the strategy’s operating expenses, including fees of 0.75%. The index returns shown reflect the reinvestment of dividends but do not reflect any management fees, transaction costs or operating expenses which would reduce returns. Indices are unmanaged and an investor cannot directly invest in an index. The historical performance of the strategy may reflect the performance of funds that are no longer included in the strategy. Past performance of the funds and the model portfolio is no guarantee of future results. Potential for profits is accompanied by the possibility of loss. All returns calculations are in US dollars. Why do we invest? It’s not to beat the market, its not to become the richest family in town, nor is it to prove how smart we are. We invest for specific goals like financial independence, retirement, college, or to buy a house. But mostly, we invest in order to be able to live the life we want. That’s the real goal. Our philosophy is that you’ve worked hard to save your money. It should be managed in a way that there is a high likelihood you will succeed over the long-term. For us, broadly diversifying your investments, being careful about taxes and investment costs, and making sure you are protecting your downside as much as possible are to success. This really is at the core of our philosophy. By using carefully constructed portfolios, applying momentum and trend following where appropriate, our goal is not to beat the market per se but to manage downside risk, reduce drawdown and volatility, manage poor investor behaviors which, in all, helps you live the life you want. And, to help you reach your full financial potential. In 1992, Nobel Prize-winning economist Eugene Fama and Ken French created the 3-Factor model to describe stock returns: 1) Company Size, 2) Price-to-Book Ratio, and 3) Market Risk. In 2015, they extended the model to 5, adding Profitability and Investment. We believe momentum, identified by Fama and French as the persistent market anomaly, is the sixth factor. For this reason, we built our momentum strategy using all six factors.