Monthly Goal

Traditional trading systems often continue operating after reaching a monthly objective. The +8% model is structured around a defined 8% monthly target in the account, emphasizing consistency, disciplined execution, and capital preservation.

This approach utilizes a blended allocation of conservative and aggressive strategies, balancing drawdown control with performance to support consistent achievement of the monthly objective.

The framework is built on standardized $5,000 capital units.

Each $5,000 unit deploys two coordinated strategy components—one conservative and one aggressive— both operating on the same underlying capital base rather than requiring separate allocations.

Each component independently targets an 8% monthly return on the shared $5,000 capital unit. This structure is designed for capital efficiency, allowing both strategies to operate simultaneously while maintaining a single capital base.

In practice, the strategies often exhibit offsetting performance characteristics, where gains in one component may partially offset drawdowns in the other. This helps reduce performance volatility while maintaining consistent market exposure.

Importantly, the model is not structured on additive return assumptions (i.e., 16%), but instead targets a consistent 8% monthly objective per capital unit through coordinated multi-strategy deployment.

This structure reflects a capital-efficient overlay approach commonly used in institutional multi-strategy trading environments.

This approach allows the system to maximize capital utilization while maintaining a disciplined, risk-managed framework aligned with institutional trading models.

This modular structure enables linear scaling with capital while maintaining consistent strategy exposure across all deployment sizes.

Account & Margin Requirements

Trades Route Through Tradeovate or IronBeam

• ✅ You retain full control of funds
• ✅ We never touch client capital
• ✅ All executions are transparent

We recommend maintaining a minimum equity balance of $5,000 when trading both the conservative and aggressive strategies together.

At a minimum, your account should hold enough to cover:

• ✅ The strategy's maximum drawdown
• ✅ $500 in margin per contract

📌 Margin requirements may increase during high volatility or major events (e.g., Fed announcements, geopolitical events). Always maintain sufficient equity.