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Aggressive Regular

Today
+0.06%
WTD
+0.56%
MTD
+1.32%
YTD 2026
+9.08%

Prices as of Oct 6, 2026 · Market closed

Strategy

The Aggressive Regular Portfolio is a multi-strategy portfolio designed for investors seeking long-term capital appreciation through a diversified allocation across growth-oriented investment themes. The strategy combines exposure to domestic equities, international markets, alternative assets, value opportunities, and emerging growth sectors within a single portfolio.

By allocating capital across multiple underlying strategies, the portfolio seeks to balance diversification with return potential while maintaining an aggressive growth profile. The blend of complementary investment approaches is intended to provide exposure to a broad range of market opportunities, economic drivers, and long-term secular trends.

The portfolio embraces a higher level of volatility than traditional balanced strategies in pursuit of enhanced returns. The primary objective is to outperform the S&P 500 (SPY) over the long term through a diversified, growth-focused investment approach.

Year to date

  • SPY
-5.00%+0.00%+5.00%+10.00%
SPY, 2026 to date. Range -7.32% to +14.25%.
Jan 2Mar 18May 29Jul 31Oct 6

Jan 2, 2026 to Oct 6, 2026Range -7.32% to +14.25%

Monthly returns

Aggressive Regular: monthly returns for 2026 and 2025
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+2.95%-0.58%-6.27%+9.63%+4.16%-3.44%-1.77%+6.03%-2.29%–––
2025+5.17%-3.79%-5.41%-2.62%+6.21%+5.94%+3.21%+1.14%+5.63%+0.33%-2.33%+1.06%