What other risks are associated with OYS Portfolios?

Investments within the OYS Portfolio Service may cause losses over short or long periods of time. The assets held on OYS Portfolio accounts may change in price rapidly. The OYS Portfolio accounts entail the following risks which may affect the performance:

Stock market risk is the risk that prices of underlying assets comprising the OYS account will decline. Stock markets tend to move in cycles, with periods of rising and falling prices.
Investment style risk is the chance that returns from large-capitalization stocks (underlying assets of the Portfolio) will trail returns from the overall stock market. Large-cap stocks tend to go through cycles of doing better or worse than other segments of the stock market or the stock market in general. In the past, these periods lasted for as long as several years.
Risks of using leverage. Leverage is a multi-faceted, complex tool. The theory sounds great, and in reality, the use of leverage can be profitable, but the reverse is also true. Leverage magnifies both gains and losses. If an investor uses leverage, and the investment moves against the investor, their loss may be much greater compared to a non-leveraged investment.

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