Aggressive Growth Portfolio
Aggressive Growth
High risk, high reward strategies for sophisticated investors
Are you ready to accelerate your gains?
The aggressive growth portfolio is available for signup once per quarter (Mar, Jun, Sep, and Dec), and aims to accelerate growth while minimizing risk. Our annual target is 60% (see important disclaimers) with a monthly drawdown limit of 5%.
Aim for a high return on your investment
Sometimes we want more, and that's ok. Our aggressive growth portfolio is designed to aim for maximum returns in minimal time, suitable for highly aggressive investors with a heavy appetite for risk. We pair high return instruments with strong risk controls to mitigate drawdowns. This combination allows for the potential of considerably higher return on investment.
A better approach to retirement
Why spend down your hard-earned retirement capital when you can live comfortably from the income stream and pass along the money to your next generation?
Aggressive Growth Basics
Aggressive Growth Basics
Step 1: Sign up
In order to streamline our workflow, we process all applications quarterly (though we may opt to fast-track your application). To open an account, simply contact us or use this link. We will guide you through the process of getting an account set up and funded, deliver (digital) paperwork to sign, and make sure you have all you questions answered promptly.
Step 2: Monitor the Growth
This is the exciting part! Watch your funds grow over time. Be mindful that the more time you spend watching the account, the more volatility you will FEEL. The account value will not increase linearly each day, as that is not how investments work. We recommend checking balances no more often than weekly for the hands-on investors, and no less often than quarterly for the hands-off investors.
Step 3: Tell some friends
After you've seen your account performance, you'll want to tell your friends, and not only do we appreciate it, but we encourage it. There's no higher compliment than a referral from one of our clients. That said, our strategy does have capacity restraints in that we can't flood the market with orders without moving it. We will do all we can to welcome your new friends to our family, but be advised that we may have to limit new accounts from time to time.
Frequently Asked Questions
What is target return?
We target 40-80% annually. This should give you some sense of how aggressive we are being. Can we achieve it? Using compound interest, this imputes a monthly return of between 2.8% and 5%. We feel this is a reasonable rate of return to achieve, given our methods. We can't guarantee it (as no one can legally), but again, we think it's not only possible, but within the realm of likely.
How do you manage risk?
We employ account-level hedging in the broad-based indices. If the entire world falls apart, our hedging will help blunt the pain to some degree. It is certainly not a guarantee, as no one can guarantee (it's not even legal to do so) returns, but it should help. We also have a hard monthly stop level. If we draw down more than 5% in a given month, we push pause and reassess market conditions and investment process for the upcoming month. If conditions have changed, we will modify and adjust accordingly.
What is the fee?
We have a variety of fee structures available for the portfolio. We offer a flat 5% annual fee (yes, this is well over benchmark rates, but we feel that our return goals and extremely active management justifies it, especially when compared to the performance fee route).
We also offer a 1/20 or 0/30 performance fee structure where the client pays a smaller AUM fee (1% or even nothing annually) and a larger performance fee (based on profits to the account). The performance-based fee structure is available to "qualified clients" only. If you feel the fees are too high but would still like to do business with us, we would be happy to discuss it with you. Note that if you have an existing account at a lower rate, your rates will NOT be raised.
How much money do I need?
While this strategy is open to all investors, you will need a minimum of $25,000 to satisfy day-trading margin requirements and we suggest a minimum of $100,000 for proper allocation to the strategy. Less than this amount, and proper risk management becomes more difficult.
Is my money safe?
Yes, very much so. The custodian is Interactive Brokers, LLC, a well-known and respected custodian and broker. Note that we do NOT have access to your funds, we only have trading privileges and billing access.
Do you have access to my funds?
We maintain the access needed to transfer funds INTO your bank account. We do not, and will never have, access to withdrawals OUT OF your account, with exception to our monthly fees.
I'm risk-averse. Is this for me?
Absolutely not. This is for risk-hungry and return-hungry clients that want to maximize return possibility and are willing to take risks to achieve that goal. Risk averse investors should consider our Generational Wealth Portfolio option.
If this is so great, why isn't everyone doing it?
Most advisors and all but a handful of self-directed investors don't know about, understand, and use the tools we use to boost the portfolio returns. We are also a small firm that caters to a more discerning client base, so we don't enjoy a national spotlight (and the headaches and bureaucracy that come with it).
Disclaimer
Investment results are not guaranteed, and past performance is not indicative of future success.