Announcing dub's Public Launch

Blog
February 18, 2024
By:
Steven Wang
Announcing dub's Public Launch
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"This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, investment advice, a recommendation, or an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any security offered by DASTA Incorporated (DBA dub or its affiliates (together “dub”)). Images and video content are shown for illustrative purposes only and are shown to reflect user experience and features available on dub. Past performance is not indicative of future results. Advisory services provided by DASTA Investment, LLC (“DASTA Investments”), an SEC-registered investment adviser. Brokerage services provided to clients of DASTA Investments by APEX Clearing Corporation (“Apex”), an SEC-registered broker-dealer and member of FINRA/SIPC. The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. Additional Information is available upon request. © 2022 DASTA Incorporated. All Rights Reserved."
© 2025 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2025 DASTA Inc. All Rights Reserved.

1 Performance data is accurate as of April 21, 2025. Example Impact of Subscription Fees on Returns: For illustrative purposes, an investor allocating $2,000 to a portfolio that achieves a 25% gross return over one year. Before fees, the investment would grow to $2,500, generating a $500 profit. However, after deducting the $89.99 annual subscription fee, the final balance would be $2,410.01, reducing the net profit to $410.01. This lowers the investor’s effective return from 25% to 20.5%. This example assumes no additional deposits, withdrawals, or trading fees and is provided for illustrative purposes only. Actual performance may vary. Due to delays in public disclosures (which may be filed up to 45 days after the transaction date), dub advisors politician portfolios often reflect trading activity well after it occurred. Dub Advisors does not have access to precise trade details such as exact timing, execution prices, or full position sizes. Actual performance may diverge significantly from the politician’s actual results and from any simulated performance.
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2 These creators are paid solicitors promoting dub and receives compensation for their efforts in promoting the app, including but not limited to, financial incentives or other benefits. The creators’ recommendation of the app is based on their financial interest and may not necessarily reflect an unbiased opinion of the app’s merits or suitability for your specific investment objectives.

3 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses
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Fractional shares: Fractional share amounts are unrecognized and illiquid outside the app and are not transferrable to another brokerage account. For more information please see our Fractional Share Disclosure.