Disclaimer

Helio is an educational publication about retail options trading methodology. Everything published here, including written content, trade examples, post-hoc case studies, weekly reviews, monthly validation reports, and architectural deep-dives, is intended for educational and informational purposes only.

Helio does not provide investment advice, financial advice, tax advice, legal advice, or recommendations of any kind. Helio is not a registered investment advisor, broker-dealer, financial planner, or any other regulated financial professional, in any jurisdiction. The author of Helio is a private individual sharing their own methodology as a written record. Nothing published here should be interpreted as a solicitation, offer, or recommendation to buy, sell, or hold any security, derivative, or financial instrument.

The methodology and trades described in Helio reflect the author’s personal approach, calibrated to the author’s own account size, risk tolerance, time horizon, tax situation, and personal circumstances. None of these factors are known to readers, and the methodology has not been adapted to any reader’s particular situation. Readers’ personal financial circumstances, including investment objectives, risk tolerance, financial situation, tax position, and time horizon, will differ from the author’s. Methodology that performs reasonably for the author may perform poorly or catastrophically for a reader who applies it without understanding these differences.

All trades referenced in Helio are described post-hoc, after entry and exit have already occurred. Helio does not publish live signals, real-time alerts, or actionable trade ideas. Readers cannot replicate the author’s trades by reading Helio, because by the time any trade is published, it has already closed.

Options trading involves substantial risk of loss and is not suitable for every investor. Options can lose their entire value rapidly. Strategies described in Helio have produced losses in the past and will produce losses in the future. Past performance does not predict future results, in any system, by any author, in any market.

Readers are solely responsible for their own investment decisions. Readers should consult with qualified, licensed professionals (financial advisors, accountants, lawyers) about their particular situation before making any investment decision. The author of Helio accepts no responsibility or liability for losses, damages, or adverse outcomes arising from any reader’s use of, or reliance on, the content published here.

Helio is published from Canada. Content is written in English and intended for a general international readership. Readers are responsible for determining whether the content complies with the laws and regulations of their own jurisdiction, and for complying with those laws and regulations. The author makes no representation that the content is appropriate or available for use in any particular location.

By reading, subscribing to, or otherwise engaging with Helio, you acknowledge that you have read, understood, and accepted the terms of this disclaimer. If you do not accept these terms, you should not read or subscribe to Helio.

These terms may be updated from time to time. The current version is always available at helioletter.com/disclaimer.