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Global Events Are Changing the Landscape

Let’s make sure your portfolio accounts for today’s risks — and are aligned with tomorrow’s opportunities

Fellow Investor,

From rising tensions in the Middle East to surprising strength in U.S. housing and consumer spending, the investment landscape is anything but static right now.

Protests in Iran and potential leadership changes have drawn a direct response from the U.S., with new sanctions and military activity already underway. Meanwhile, President Trump is signaling economic relief measures at home, including interest rate caps and mortgage support, as inflation data remains stable and growth forecasts edge higher.

The result? Crude oil markets are tightening, energy stocks are watching, and the Fed is weighing next steps—all while GDP growth continues and home sales just posted their biggest jump in nearly two years.

If you’ve been waiting for a moment to revisit your investment strategy, this could be it.

Let’s Review Your Portfolio — Together

At Navellier & Associates, we help investors navigate shifting markets with clarity and discipline. Our one-on-one portfolio reviews are designed to help answer key questions like:

• Are you exposed to regions or sectors facing new geopolitical risk?
• Is your portfolio positioned for policy changes—domestically and abroad?
• Could upcoming earnings, rate moves, or energy disruptions impact your holdings?
• Are there underutilized areas where better alignment might reduce risk?

Our goal is to help serious investors like you approach the next phase with clarity, not guesswork. We believe this is a good time to reassess your approach and ensure you’re moving through 2026 with clarity and confidence.

What You’ll Receive

This is not a generic market update—it’s a one-on-one conversation with my team at Navellier & Associates. Together, we can:

• Evaluate sector and asset class exposure based on today’s trends
• Assess risk concentrations or outdated assumptions
• Explore thoughtful adjustments based on your personal risk tolerance and objectives

In some cases, a few simple adjustments can lower your risk level.

Why Navellier & Associates

At Navellier & Associates, we use a quantitative, research-driven process designed to identify stocks with what we have identified as superior fundamentals and strong momentum. Our strategies are built to adapt to changing market conditions—capturing upside potential while maintaining discipline on the downside.

For nearly four decades, we’ve helped investors turn market data into clear decisions. Whether your goal is growth, income, or capital preservation, our team can design a plan aligned with your goals and risk tolerance.

Your No-Obligation Consultation

The consultation can take place by phone, at a time that works best for you. Everything we discuss will be held in the strictest confidence.

To qualify for a portfolio consultation, you must:

• Have a U.S.-based investment account.
• Have a minimum account value of $250,000.
• Be able to provide portfolio holdings for strategy and risk analysis.

We are currently accepting a limited number of consultations in the coming weeks. If you’re ready for a clear, data-driven second opinion, we encourage you to reserve your spot now

Reserve your spot today and let’s take a fresh look at how your portfolio is positioned.

Sincerely,

Louis Navellier
Chief Investment Officer
Navellier & Associates

P.S. Global events may dominate the headlines, but smart investing is still about alignment, discipline, and preparation. Let’s take a closer look at your strategy. Schedule your no-obligation review today.

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IMPORTANT DISCLOSURES

This communication has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any Navellier investment strategy or composites. The net performance results portrayed include the reinvestment of all dividends and other earnings. Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not a solicitation to purchase any securities, including shares of any investment company. The views and opinions expressed are provided for general information only. The views and opinions expressed are those of Navellier at the time of publication and are subject to change. There is no guarantee that these views will come to pass. The statistical information presented in this communication is provided by Navellier Internal Research.

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Investment in fixed income components has the potential for the investment return and principal value of an investment to fluctuate so that an investor’s shares, when redeemed, may be worth less than their original cost. Dividend payments are not guaranteed. The amount of a dividend payment, if any, can vary over time and issuers may reduce dividends paid on securities in the event of a recession or adverse event affecting a specific industry or issuer.

The views and opinions expressed do not constitute specific tax, legal, or investment or financial guidance to, or recommendations for, any person, and the material is not meant to provide financial or investment guidance and does not take into account the particular financial circumstances of individual investors. Before investing in any investment product, investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

FactSet Disclosure: Navellier does not independently calculate the statistical information included in the attached report. The calculation and the information are provided by FactSet, a company not related to Navellier. Although information contained in the report has been obtained from FactSet and is based on sources Navellier believes to be reliable, Navellier does not guarantee its accuracy, and it may be incomplete or condensed. The report and the related FactSet sourced information are provided on an “as is” basis. The user assumes the entire risk of any use made of this information. Investors should consider the report as only a single factor in making their investment decision. The report is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. FactSet sourced information is the exclusive property of FactSet. Without prior written permission of FactSet, this information may not be reproduced, disseminated or used to create any financial products. All indices are unmanaged and performance of the indices include reinvestment of dividends and interest income, unless otherwise noted, are not illustrative of any particular investment and an investment cannot be made in any index. Past performance is no guarantee of future results.

IMPORTANT NEWSLETTER DISCLOSURE: The hypothetical performance results for investment newsletters that are authored or edited by Louis Navellier, including Louis Navellier’s Growth Investor, Louis Navellier’s Breakthrough Stocks, Louis Navellier’s Accelerated Profits, and Louis Navellier’s Platinum Club, are not based on any actual securities trading, portfolio, or accounts, and the newsletters reported hypothetical performances should be considered mere “paper” or proforma hypothetical performance results and are not actual performance of real world trades. Navellier & Associates, Inc. does not have any relation to or affiliation with the owner of these newsletters. There are material differences between Navellier Investment Products’ portfolios and the InvestorPlace Media, LLC newsletter portfolios authored by Louis Navellier. The InvestorPlace Media, LLC newsletters contain hypothetical performance that do not include transaction costs, advisory fees, or other fees a client might incur if actual investments and trades were being made by an investor. As a result, newsletter performance should not be used to evaluate Navellier Investment services which are separate and different from the newsletters. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or hypothetical Newsletter performance claims, (which are calculated solely by Investor Place Media and not Navellier) should be referred to InvestorPlace Media, LLC at (800) 718-8289.

Please note that Navellier & Associates and the Navellier Private Client Group are managed completely independent of the newsletters owned and published by InvestorPlace Media, LLC and written and edited by Louis Navellier, and investment performance of the newsletters should in no way be considered indicative of potential future investment performance for any Navellier & Associates separately managed account portfolio. Potential investors should consult with their financial advisor before investing in any Navellier Investment Product.

1 East Liberty, Suite 504 Reno, Nevada 89501

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