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PO Box 735
Virginia, MN 55792

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. All performance figures shown are hypothetical model results, net of management fees, Jan 2016 - Sep 2025. Hypothetical performance has inherent limitations and does not reflect actual trading. Individual results may vary.

Check the background of your financial professional on FINRA's BrokerCheck. View Portfolio Medics' Form ADV and Form CRS on the SEC's Investment Adviser Public Disclosure website.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Important Business Relationship Disclosure: Adam Link is an Investment Adviser Representative of Portfolio Medics, LLC ("PM"), a SEC-registered investment adviser (CRD# 145958). Investment advisory services are provided through PM. Adam Link separately operates as an insurance agent through Fireweed Capital, a licensed insurance agency. Fireweed Capital and Portfolio Medics are not affiliated entities. Insurance products and services are provided through Fireweed Capital and are separate from any investment advisory services provided through Portfolio Medics.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investment Advisory Disclosures

Disclosure: Portfolio Medics, LLC ("PM") is a registered investment adviser. The returns represented in this illustration are a hypothetical example of how the models may work as designed. The performance data illustrated was generated with software through back testing a defined set of strategies as illustrated, rebalancing annually. The performance data provided is a calculation of the combined return of a combination of multiple underlying strategies which has been offset by PMs management fee. Custodial and transaction fee expenses (including short term redemption fees) are not considered. PM maintains records of all back-tested data. The data presented is an example of how this model may work and is not the offering of any investment management program. Performance information assumes reinvestment of all dividends and other earnings, if any. Activity in client accounts may be different from that shown individual returns may vary substantially from those presented due to differences in the timing of contributions and withdrawals, account start dates, actual fees paid, amount of each investment, specific timing of trades, and actual security used, all of which may vary from account to account. This data does not represent a dollar weighted, daily average of results of all of PM's managed accounts and therefore is to be considered hypothetical. The model performance illustrated does not reflect the impact of taxes. This illustration utilizes monthly returns and therefore may understate volatility. No claim is made that the model will perform in the future as in the past or as illustrated. Also, there can be no assurances that the model will produce a profit in the future; it is probable that the models will produce losses in the future. The models are fully discretionary and managed by PM. All performance results have been compiled solely by PM, are unaudited, and have not been independently verified. All information, including that used to compile charts, is obtained from sources believed to be reliable, but PM does not guarantee its reliability. Information pertaining to PM's advisory operations, services, and fees is set forth in PM's current disclosure statement, a copy of which is available from PM upon request. No current or prospective client should assume that the future performance of any specific investment, investment strategy or product referred to directly or indirectly by a representative of PM, on its web site or unaffiliated third-party web site will be profitable or equal to performance levels shown. PM determines all asset allocations within and is responsible for initial and ongoing suitability, determination, and client communication.

Hypothetical Performance Disclosure: Performance results reflect hypothetical results described above that were achieved by means of the retroactive application of a back tested model, and as such, the corresponding results have inherent limitations, including: (1) the model results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of each of the above referenced models, certain aspects of which may have been designed with the benefit of hindsight; (2) back tested performance may not reflect the impact that any material market or economic factors might have had on the adviser's use of the model if the model had been used during the period to actually mange client assets; (3) for various reasons (including the reasons indicated above), PM's clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model.

Risk Disclosure: Different types of investments involve varying degrees of risk, and this degree of risk can change without warning depending upon market conditions. There can be no assurance that any specific investment will either be profitable or remain suitable for a client's or prospective client's portfolio. No client or prospective client should assume that any information presented and/or made available by a PM representative or on its web site serves as the receipt of or a suitable substitute for personalized individual advice from PM or any other investment professional.

Chart and Graph Disclosure: Further, the charts and graphs contained herein should not serve as the sole determining factor for making investment decisions. Despite PM's efforts to capture and quantify the key financial and economic relationships in the global financial markets, our knowledge about many of the important linkages is far from complete and likely will remain so. Every investment model, no matter how detailed or how well designed, conceptually, and empirically, is a vastly simplified representation of the securities markets with all its intricacies and variables. If there has been a change in your investment objectives or financial situation, you are encouraged to advise PM immediately. To the extent that you have any questions regarding the applicability of any specific issue discussed to your individual situation, you are encouraged to consult with PM.

Past Performance Disclosure: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable or equal to either the hypothetical PM performance results reflected or any corresponding historical index. The historical index performance results are provided exclusively for comparison purposes and are for general comparative information to assist an individual client or prospective client in determining whether the performance of a PM portfolio performance meets, or continues to meet, his/her investment objective(s).

Benchmark Compositions

40% Equity Benchmark: 50% Barclays U.S. Aggregate Bond, 25% S&P 500, 10% 3-Month T-Bill, 10% MSCI EAFE, 5% Russell 2000.
60% Equity Benchmark: 35% Barclays U.S. Aggregate Bond, 35% S&P 500, 15% MSCI EAFE, 10% Russell 2000, 5% 3-Month T-Bill.
80% Equity Benchmark: 45% S&P 500, 20% MSCI EAFE, 15% Barclays U.S. Aggregate Bond, 15% Russell 2000, 5% 3-Month T-Bill.
100% Equity Benchmark: 55% S&P 500, 25% MSCI EAFE, 20% Russell 2000.

Index Disclosures

S&P 500 Total Return Index: The S&P 500 Total Return Index (the "S&P") is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor's chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. Total return indices reflect the reinvestment of interest, capital gains, distributions, and dividends.

Barclays Aggregate Bond Index: The Barclays Aggregate Bond Index measures the performance of all U.S. investment grade bonds.

MSCI EAFE Index: The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada.

Russell 2000 Index: The Russell 2000 Index is a small-cap stock market index of the smallest 2,000 stocks in the Russell 3000 Index.

3 Month US T Bill Index: The 3 Month US T Bill Index is intended to track the daily performance of 3 month US Treasury bills.

Index Limitations: It should not be assumed that Portfolio Medics program holdings will correspond directly to any such comparative index. Since individuals cannot invest directly into any index, deductions for management fees or other custodial or transaction charges are not considered. These charges, if applicable, would reduce the overall return of the illustrated indexes.

Securities Disclosure

Many of the PM strategies shown involve investing in mutual funds as well as other types of securities. Mutual fund shares, stocks, bonds, ETFs, and other securities are not insured by the FDIC or any other agency, are not guaranteed by any financial institution, are not obligations of any financial institution, and involve investment risk, including possible loss of principal.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. All economic and performance information is historical and not indicative of future results.

Content compliance scan: 2026-03-05