The Charitable Trust portfolio is not managed like an investment fund or hedge fund and should not be viewed or evaluated as one.
Jim Cramer has established trading rules for the Trust that further eliminate conflicts of interest but restrict the timing and scope of trust transactions and can impact performance. Jim’s subscribers are not limited by any of these restrictions and can act on his recommendations whenever they deem appropriate.
The portfolio does not have a designated investment style or performance criteria and it is not managed against a specific stock index. Jim does not employ derivative investments or leverage to enhance the returns of the portfolio. The focus on transparency and education combined with Trust trading restrictions make comparisons to market indexes somewhat subjective. The performance of the portfolio investments is provided for subscribers, however our goal is for each subscriber and investor to utilize our recommendations and market insights to build a portfolio that most suits their investments needs and to be as successful as possible in meeting their investment goals.