Monthly Goal

For each strategy and month, we accumulate that month’s daily P/L (one contract and one trade per trading day). We then check the first time the month-to-date P/L reaches or exceeds 8% of the $5,000 base ($400). The first SAMPLE static table below lists that first-hit amount and percent if reached, or the actual month-end result if not reached. 

The second SAMPLE compact static table below shows the same metric for the combined portfolio (CS01+MS01+AS01). The chart shows the cumulative equity growth of those monthly values over time. 

In the Combined row, daily P/L from CS01, MS01, and AS01 are added together and tracked as a cumulative portfolio total for the month. The reported value is the first day in the month when this combined portfolio reaches or exceeds the 8% goal (if reached), or the month-end result if not. Because this crossing can occur on a strong day, the reported value may be higher than exactly 8%. This should not be interpreted as each strategy separately achieving 8%, but rather as the portfolio as a whole reaching the monthly goal for the first time.

Hypothetical Results as of 9/5/25

You can track the current monthly performance dynamically from the Demo site by selecting "Charts" from the strategy card and then selecting the "Monthly Performance" tab. 

Maximum Drawdown — All Trades vs 8% Stop

This SAMPLE table compares the maximum drawdown calculated two ways for each strategy and the combined portfolio: (1) taking every trade in the month, and (2) stopping as soon as the 8% monthly goal is first reached. The Difference column shows how much downside risk was avoided by stopping at the goal. The maximum drawdown represents the largest peak-to-trough decline in account value during the month. 

Hypothetical Results as of 9/5/25

We recommend maintaining $5,000 in equity for each contract traded. At a minimum, your account should hold enough to cover the strategy’s maximum drawdown plus $500 in margin per contract.

Also, be aware that margin requirements can increase during certain market conditions. For example, brokers and exchanges often raise margin rates during periods of high volatility, major economic news releases, Federal Reserve announcements, or geopolitical events. In these situations, you may need substantially more equity than the minimum guideline to keep positions open.

Disclaimer: Margin requirements are determined by the exchange and your broker, and they may change at any time without prior notice. It is the trader’s responsibility to maintain adequate funds in their account to meet all margin and equity requirements.

Hypothetical Disclaimer: The performance examples and equity recommendations provided are hypothetical and for illustrative purposes only. They do not represent actual trading results and are not guarantees of future performance. Trading futures involves substantial risk and you can lose more than your initial investment.