Aggressive Strategy

Aggressive Strategy

Suitable for investors who believe in the long-term growth of American companies.

The AP US Large-Cap Aggressive

This strategy aims to outperform the S&P 500 in absolute return while taking similar risks, achieving high return and average volatility.

It is advisable for investors pursuing high returns on their investment who don’t mind dips, which they can easily catch up on for a long time.

Advantages of this strategy

High performance
An average annual return of 17.25 %
The maximum decline since 2008 was 45.54 %
Balanced diversification among the US market
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S&P 500 AP US Large-Cap Aggressive
Initial capital (1/31/2008) $ 100 000 $ 100 000
Final capital (11/30/2021) $ 331 290.11 $ 903 759
CAGR 9.04% 17.25%
Max drawdown -47.51% -45.54%

Aggressive strategy for investors who want to beat the market on absolute return

Performance comparison of our AP Aggressive Strategy with the S&P 500

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Performance comparison of our AP Aggressive Strategy with the S&P 500

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Empirical research in statistics, machine learning and artificial intelligence

Based on these tools, we can automatically rate stocks from the most undervalued to the most overvalued and determine which stocks shall become part of this strategy. The portfolio is rebalanced at regular monthly intervals. The aggressive strategy consists of long positions only and does not use any financial leverage. Therefore, it works best with brokers enabling the trading of fractional shares.

The stated results do not take into account stock exchange fees and taxes. When applying the strategy at Interactive Brokers, the fees are approximately 300 USD per year for non-US residents. No fees apply to US residents.