Aggressive Margin
Prices as of Oct 26, 2026 · Market closed
Strategy
Aggressive Margin Model is designed to deliver aggressive capital appreciation through a high-conviction, momentum-driven strategy with leveraged equity exposure at its core.
Combines large-cap momentum, growth equities, and crypto as primary return engines, with precious metals and commodities serving as macro hedges.
Tactical satellite positions in defense, nuclear, international, and critical minerals capture structural growth beyond traditional equity markets.
Employs margin to amplify returns, reflecting high risk tolerance and conviction-based sizing, best suited for trending bull markets with active downside management.
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026Aggressive Margin | +3.52%+3.70%net +3.52% | -1.28%-1.11%net -1.28% | -6.92%-6.77%net -6.92% | +11.00%+11.19%net +11.00% | +4.64%+4.81%net +4.64% | -4.79%-4.63%net -4.79% | -2.58%-2.41%net -2.58% | +6.98%+7.16%net +6.98% | -1.92%-1.75%net -1.92% | – | – | – | +7.54%+9.16%net +7.54%Jan–Sep |
| S&P 500 | +1.47% | -0.86% | -5.20% | +10.51% | +5.26% | -1.28% | +0.03% | +2.68% | -0.58% | – | – | – | +11.84% |
| 2025Aggressive Margin | +6.72%+6.90%net +6.72% | -6.56%-6.40%net -6.56% | -6.16%-6.00%net -6.16% | -2.33%-2.17%net -2.33% | +8.56%+8.74%net +8.56% | +5.22%+5.40%net +5.22% | +4.25%+4.42%net +4.25% | +0.87%+1.04%net +0.87% | +7.15%+7.33%net +7.15% | +0.20%+0.37%net +0.20% | -2.79%-2.63%net -2.79% | +1.28%+1.45%net +1.28% | +16.06%+18.40%net +16.06% |
| S&P 500 | +2.69% | -1.27% | -5.86% | -0.87% | +6.28% | +4.83% | +2.30% | +2.05% | +3.28% | +2.38% | +0.20% | -0.22% | +16.35% |
Showing net of a 2% annual model fee.Showing gross, before fees.
Net returns deduct a 2% annual model fee, the highest fee we charge, taken as one twelfth each month and compounded. Gross returns are before any fees.
These are model portfolio returns, calculated from target holdings and market prices. No client account earned them, and the 2025 figures were calculated after the fact. Your own returns would differ. The S&P 500 is an unmanaged index with no fees, and you cannot invest in it directly. Past performance does not guarantee future results.