Aggressive Regular
Prices as of Oct 26, 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.
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026Aggressive Regular | +2.38%+2.55%net +2.38% | -0.78%-0.62%net -0.78% | -6.44%-6.28%net -6.44% | +10.29%+10.47%net +10.29% | +4.75%+4.92%net +4.75% | -2.77%-2.61%net -2.77% | -2.87%-2.71%net -2.87% | +5.88%+6.06%net +5.88% | -1.75%-1.59%net -1.75% | – | – | – | +7.86%+9.49%net +7.86%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 Regular | +4.99%+5.17%net +4.99% | -3.95%-3.79%net -3.95% | -5.57%-5.41%net -5.57% | -2.78%-2.62%net -2.78% | +6.03%+6.21%net +6.03% | +5.76%+5.94%net +5.76% | +3.04%+3.21%net +3.04% | +0.97%+1.14%net +0.97% | +5.45%+5.63%net +5.45% | +0.16%+0.33%net +0.16% | -2.49%-2.33%net -2.49% | +0.89%+1.06%net +0.89% | +12.24%+14.51%net +12.24% |
| 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.